Dakota Wealth Management Has $12.98 Million Holdings in iShares 20+ Year Treasury Bond ETF $TLT

Dakota Wealth Management lifted its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 9.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 145,246 shares of the exchange traded fund’s stock after buying an additional 12,007 shares during the period. Dakota Wealth Management’s holdings in iShares 20+ Year Treasury Bond ETF were worth $12,981,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Cary Street Partners Investment Advisory LLC grew its holdings in shares of iShares 20+ Year Treasury Bond ETF by 130.9% in the 2nd quarter. Cary Street Partners Investment Advisory LLC now owns 284 shares of the exchange traded fund’s stock valued at $25,000 after acquiring an additional 161 shares in the last quarter. Clearstead Trust LLC acquired a new position in iShares 20+ Year Treasury Bond ETF during the second quarter valued at approximately $25,000. Greykasell Wealth Strategies Inc. bought a new position in iShares 20+ Year Treasury Bond ETF in the third quarter valued at approximately $27,000. Smartleaf Asset Management LLC acquired a new position in shares of iShares 20+ Year Treasury Bond ETF during the 3rd quarter worth approximately $33,000. Finally, First Command Advisory Services Inc. bought a new stake in shares of iShares 20+ Year Treasury Bond ETF during the 3rd quarter worth approximately $33,000. 73.33% of the stock is owned by institutional investors.

iShares 20+ Year Treasury Bond ETF Trading Up 0.4%

NASDAQ TLT opened at $89.74 on Tuesday. The company has a market cap of $46.57 billion, a PE ratio of -6.75 and a beta of 0.53. iShares 20+ Year Treasury Bond ETF has a 12 month low of $83.29 and a 12 month high of $94.09. The stock has a 50 day moving average of $87.93 and a 200-day moving average of $88.67.

iShares 20+ Year Treasury Bond ETF Cuts Dividend

The company also recently disclosed a monthly dividend, which was paid on Thursday, February 5th. Stockholders of record on Monday, February 2nd were given a $0.3319 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 4.4%. The ex-dividend date of this dividend was Monday, February 2nd.

iShares 20+ Year Treasury Bond ETF Profile

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.