Elevation Point Wealth Partners LLC Increases Stock Holdings in iShares 20+ Year Treasury Bond ETF $TLT

Elevation Point Wealth Partners LLC grew its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 30.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 166,167 shares of the exchange traded fund’s stock after purchasing an additional 38,395 shares during the period. Elevation Point Wealth Partners LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $14,405,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. CPR Investments Inc. grew its position in iShares 20+ Year Treasury Bond ETF by 164.4% in the fourth quarter. CPR Investments Inc. now owns 76,780 shares of the exchange traded fund’s stock worth $6,692,000 after acquiring an additional 47,741 shares in the last quarter. Benin Management CORP purchased a new stake in iShares 20+ Year Treasury Bond ETF during the fourth quarter valued at about $4,655,000. Affinity Wealth Management LLC raised its position in iShares 20+ Year Treasury Bond ETF by 2.6% during the fourth quarter. Affinity Wealth Management LLC now owns 289,870 shares of the exchange traded fund’s stock valued at $25,265,000 after purchasing an additional 7,325 shares in the last quarter. Caldwell Trust Co lifted its stake in iShares 20+ Year Treasury Bond ETF by 1,038.7% during the fourth quarter. Caldwell Trust Co now owns 6,627 shares of the exchange traded fund’s stock worth $578,000 after purchasing an additional 6,045 shares during the last quarter. Finally, Consolidated Portfolio Review Corp boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 129.3% in the 3rd quarter. Consolidated Portfolio Review Corp now owns 16,112 shares of the exchange traded fund’s stock worth $1,439,000 after purchasing an additional 9,084 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Trading Down 0.0%

Shares of iShares 20+ Year Treasury Bond ETF stock opened at $85.51 on Friday. The firm has a market capitalization of $42.55 billion, a PE ratio of -6.75 and a beta of 0.52. The business’s 50-day moving average price is $85.63 and its 200-day moving average price is $86.97. iShares 20+ Year Treasury Bond ETF has a 12 month low of $82.77 and a 12 month high of $92.18.

iShares 20+ Year Treasury Bond ETF Cuts Dividend

The company also recently announced a monthly dividend, which will be paid on Tuesday, July 7th. Shareholders of record on Wednesday, July 1st will be paid a $0.318 dividend. The ex-dividend date of this dividend is Wednesday, July 1st. This represents a c) annualized dividend and a yield of 4.5%.

iShares 20+ Year Treasury Bond ETF Company 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.