iShares 20+ Year Treasury Bond ETF $TLT Holdings Trimmed by Rothschild Investment LLC

Posted by Francis Steltz on Jun 3rd, 2026

Rothschild Investment LLC lowered its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 98.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,100 shares of the exchange traded fund’s stock after selling 65,605 shares during the quarter. Rothschild Investment LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $96,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Greykasell Wealth Strategies Inc. bought a new position in iShares 20+ Year Treasury Bond ETF during the third quarter valued at about $27,000. Strategic Investment Advisors MI bought a new position in iShares 20+ Year Treasury Bond ETF during the third quarter valued at about $27,000. Smartleaf Asset Management LLC bought a new position in iShares 20+ Year Treasury Bond ETF during the third quarter valued at about $33,000. Trust Co. of Vermont boosted its stake in iShares 20+ Year Treasury Bond ETF by 90.5% during the fourth quarter. Trust Co. of Vermont now owns 381 shares of the exchange traded fund’s stock valued at $33,000 after buying an additional 181 shares in the last quarter. Finally, Stone House Investment Management LLC boosted its stake in iShares 20+ Year Treasury Bond ETF by 1,066.7% during the fourth quarter. Stone House Investment Management LLC now owns 385 shares of the exchange traded fund’s stock valued at $34,000 after buying an additional 352 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Price Performance

Shares of TLT stock opened at $85.47 on Wednesday. The stock has a 50-day simple moving average of $85.88 and a 200 day simple moving average of $87.47. iShares 20+ Year Treasury Bond ETF has a fifty-two week low of $82.77 and a fifty-two week high of $92.18. The stock has a market capitalization of $42.53 billion, a P/E ratio of -6.75 and a beta of 0.53.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The business also recently declared a monthly dividend, which will be paid on Thursday, June 4th. Investors of record on Monday, June 1st will be given a $0.3358 dividend. This is a positive change from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.32. The ex-dividend date is Monday, June 1st. This represents a c) dividend on an annualized basis and a dividend yield of 4.7%.

About iShares 20+ Year Treasury Bond ETF

(Free Report)

iShares 20+ Year Treasury Bond ETF (the Fund) is an exchange-traded fund. The Fund seeks to track the investment results of an index composed of United States Treasury bonds with remaining maturities greater than 20 years. The Fund seeks to track the investment results of the Barclays U.S. 20+ Year Treasury Bond Index (the Underlying Index), which measures the performance of public obligations of the United States Treasury that have a remaining maturity of 20 or more years. The Underlying Index includes all publicly-issued the United States Treasury securities that have a remaining maturity of greater than or equal to 20 years.