Compound Planning Inc. Has $5.91 Million Stock Position in iShares 20+ Year Treasury Bond ETF $TLT

Compound Planning Inc. reduced its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 26.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,841 shares of the exchange traded fund’s stock after selling 24,452 shares during the period. Compound Planning Inc.’s holdings in iShares 20+ Year Treasury Bond ETF were worth $5,913,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of TLT. JPMorgan Chase & Co. increased its holdings in shares of iShares 20+ Year Treasury Bond ETF by 125.5% in the 4th quarter. JPMorgan Chase & Co. now owns 8,997,581 shares of the exchange traded fund’s stock valued at $784,229,000 after purchasing an additional 44,234,543 shares during the period. Bank of America Corp DE boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 10.5% during the fourth quarter. Bank of America Corp DE now owns 109,057,503 shares of the exchange traded fund’s stock worth $9,505,452,000 after purchasing an additional 10,380,437 shares during the period. Morgan Stanley boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 31.3% during the fourth quarter. Morgan Stanley now owns 19,186,986 shares of the exchange traded fund’s stock worth $1,672,338,000 after purchasing an additional 4,577,906 shares during the period. Pureheart Capital Pte Ltd. purchased a new position in iShares 20+ Year Treasury Bond ETF during the fourth quarter valued at approximately $292,683,000. Finally, Northwestern Mutual Wealth Management Co. grew its position in iShares 20+ Year Treasury Bond ETF by 3.4% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 43,140,136 shares of the exchange traded fund’s stock valued at $3,760,094,000 after purchasing an additional 1,418,641 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

iShares 20+ Year Treasury Bond ETF Stock Performance

iShares 20+ Year Treasury Bond ETF stock opened at $86.75 on Friday. The firm has a market cap of $43.17 billion, a PE ratio of -6.75 and a beta of 0.52. The firm’s 50 day moving average price is $85.66 and its two-hundred day moving average price is $87.09. iShares 20+ Year Treasury Bond ETF has a twelve month low of $82.77 and a twelve month high of $92.18.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The business also recently announced a monthly dividend, which was paid on Thursday, June 4th. Shareholders of record on Monday, June 1st were paid a dividend of $0.3358 per share. This is an increase from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.32. The ex-dividend date of this dividend was Monday, June 1st. This represents a c) dividend on an annualized basis and a dividend yield of 4.6%.

About iShares 20+ Year Treasury Bond ETF

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.