iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) Stake Lifted by Shira Ridge Wealth Management

Shira Ridge Wealth Management increased its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 1.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 17,467 shares of the exchange traded fund’s stock after acquiring an additional 316 shares during the period. iShares 20+ Year Treasury Bond ETF makes up 0.7% of Shira Ridge Wealth Management’s portfolio, making the stock its 25th biggest position. Shira Ridge Wealth Management’s holdings in iShares 20+ Year Treasury Bond ETF were worth $1,525,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of TLT. Divergent Wealth Advisors increased its holdings in shares of iShares 20+ Year Treasury Bond ETF by 1.1% during the third quarter. Divergent Wealth Advisors now owns 10,869 shares of the exchange traded fund’s stock valued at $1,066,000 after purchasing an additional 117 shares during the period. Goelzer Investment Management Inc. grew its position in iShares 20+ Year Treasury Bond ETF by 1.0% in the 3rd quarter. Goelzer Investment Management Inc. now owns 15,186 shares of the exchange traded fund’s stock valued at $1,490,000 after buying an additional 143 shares in the last quarter. Pinnacle Family Advisors LLC increased its stake in iShares 20+ Year Treasury Bond ETF by 6.3% during the 3rd quarter. Pinnacle Family Advisors LLC now owns 2,472 shares of the exchange traded fund’s stock valued at $242,000 after buying an additional 147 shares during the period. Claro Advisors LLC raised its position in shares of iShares 20+ Year Treasury Bond ETF by 0.9% during the 4th quarter. Claro Advisors LLC now owns 16,347 shares of the exchange traded fund’s stock worth $1,428,000 after buying an additional 149 shares in the last quarter. Finally, Empirical Asset Management LLC lifted its stake in shares of iShares 20+ Year Treasury Bond ETF by 2.5% in the 3rd quarter. Empirical Asset Management LLC now owns 6,220 shares of the exchange traded fund’s stock worth $610,000 after acquiring an additional 152 shares during the period. 73.32% of the stock is currently owned by institutional investors.

iShares 20+ Year Treasury Bond ETF Price Performance

NASDAQ TLT opened at $85.43 on Tuesday. iShares 20+ Year Treasury Bond ETF has a 12 month low of $85.04 and a 12 month high of $101.64. The firm has a market capitalization of $49.57 billion, a PE ratio of -7.14 and a beta of 0.06. The company’s 50 day simple moving average is $90.22 and its 200 day simple moving average is $93.73.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Monday, December 23rd. Stockholders of record on Wednesday, December 18th were given a dividend of $0.351 per share. The ex-dividend date of this dividend was Wednesday, December 18th. This is a boost from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.31. This represents a $4.21 annualized dividend and a dividend yield of 4.93%.

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.