WealthPlan Investment Management LLC Has $435,000 Stock Position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

WealthPlan Investment Management LLC cut its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 71.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,435 shares of the exchange traded fund’s stock after selling 10,977 shares during the period. WealthPlan Investment Management LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $435,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. boosted its holdings in iShares 20+ Year Treasury Bond ETF by 2,810.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 32,622,890 shares of the exchange traded fund’s stock valued at $2,994,131,000 after purchasing an additional 31,502,110 shares in the last quarter. Jane Street Group LLC lifted its position in shares of iShares 20+ Year Treasury Bond ETF by 49.1% during the 1st quarter. Jane Street Group LLC now owns 19,599,021 shares of the exchange traded fund’s stock worth $1,854,459,000 after buying an additional 6,457,638 shares during the period. Assetmark Inc. boosted its stake in iShares 20+ Year Treasury Bond ETF by 3,121.7% in the 3rd quarter. Assetmark Inc. now owns 4,461,161 shares of the exchange traded fund’s stock valued at $437,640,000 after buying an additional 4,322,688 shares in the last quarter. Annex Advisory Services LLC raised its stake in iShares 20+ Year Treasury Bond ETF by 11,463.6% during the second quarter. Annex Advisory Services LLC now owns 2,538,906 shares of the exchange traded fund’s stock worth $233,021,000 after acquiring an additional 2,516,950 shares in the last quarter. Finally, Hantz Financial Services Inc. acquired a new position in iShares 20+ Year Treasury Bond ETF during the second quarter worth $143,473,000. 73.32% of the stock is currently owned by institutional investors and hedge funds.

iShares 20+ Year Treasury Bond ETF Stock Performance

Shares of NASDAQ:TLT opened at $90.66 on Wednesday. The company’s fifty day moving average is $95.69 and its 200-day moving average is $94.22. iShares 20+ Year Treasury Bond ETF has a 52 week low of $86.90 and a 52 week high of $101.64. The company has a market capitalization of $58.73 billion, a PE ratio of -7.14 and a beta of 0.06.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Wednesday, November 6th. Shareholders of record on Friday, November 1st were given a $0.3105 dividend. The ex-dividend date of this dividend was Friday, November 1st. This is a positive change from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.29. This represents a $3.73 dividend on an annualized basis and a yield of 4.11%.

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.