iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) Shares Sold by Heirloom Wealth Management

Heirloom Wealth Management trimmed its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 95.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,538 shares of the exchange traded fund’s stock after selling 138,178 shares during the quarter. Heirloom Wealth Management’s holdings in iShares 20+ Year Treasury Bond ETF were worth $646,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. New Republic Capital LLC acquired a new position in iShares 20+ Year Treasury Bond ETF during the second quarter worth about $26,000. Register Financial Advisors LLC acquired a new stake in iShares 20+ Year Treasury Bond ETF during the fourth quarter worth approximately $28,000. Stonebridge Capital Advisors LLC acquired a new stake in iShares 20+ Year Treasury Bond ETF during the first quarter worth approximately $29,000. SJS Investment Consulting Inc. acquired a new stake in iShares 20+ Year Treasury Bond ETF during the third quarter worth approximately $31,000. Finally, Compass Wealth Management LLC acquired a new stake in iShares 20+ Year Treasury Bond ETF during the first quarter worth approximately $34,000. 73.32% of the stock is currently owned by institutional investors and hedge funds.

iShares 20+ Year Treasury Bond ETF Stock Performance

NASDAQ TLT traded up $0.32 during mid-day trading on Friday, reaching $89.15. 44,721,506 shares of the stock were exchanged, compared to its average volume of 43,899,098. iShares 20+ Year Treasury Bond ETF has a 1-year low of $82.42 and a 1-year high of $107.24. The business’s fifty day simple moving average is $92.84 and its 200 day simple moving average is $92.40. The stock has a market capitalization of $46.44 billion, a PE ratio of -7.07 and a beta of 0.32.

iShares 20+ Year Treasury Bond ETF Dividend Announcement

The business also recently declared a monthly dividend, which was paid on Friday, April 5th. Shareholders of record on Tuesday, April 2nd were issued a $0.3124 dividend. The ex-dividend date was Monday, April 1st. This represents a $3.75 dividend on an annualized basis and a dividend yield of 4.21%.

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.