Marshall Financial Group LLC Increases Stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Marshall Financial Group LLC grew its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 7.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,788 shares of the exchange traded fund’s stock after purchasing an additional 318 shares during the quarter. Marshall Financial Group LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $418,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. ORG Wealth Partners LLC bought a new position in iShares 20+ Year Treasury Bond ETF during the 3rd quarter valued at approximately $35,000. West Branch Capital LLC raised its holdings in shares of iShares 20+ Year Treasury Bond ETF by 94.9% during the fourth quarter. West Branch Capital LLC now owns 417 shares of the exchange traded fund’s stock valued at $36,000 after acquiring an additional 203 shares in the last quarter. Prospera Private Wealth LLC bought a new position in shares of iShares 20+ Year Treasury Bond ETF during the third quarter valued at approximately $42,000. ST Germain D J Co. Inc. lifted its stake in iShares 20+ Year Treasury Bond ETF by 73.1% in the fourth quarter. ST Germain D J Co. Inc. now owns 476 shares of the exchange traded fund’s stock worth $42,000 after acquiring an additional 201 shares during the period. Finally, CarsonAllaria Wealth Management Ltd. bought a new stake in iShares 20+ Year Treasury Bond ETF in the third quarter valued at $59,000. Institutional investors own 73.32% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Trading Up 0.4 %

Shares of NASDAQ TLT opened at $87.22 on Monday. The firm has a fifty day simple moving average of $89.35 and a two-hundred day simple moving average of $93.36. iShares 20+ Year Treasury Bond ETF has a 12 month low of $84.89 and a 12 month high of $101.64. The firm has a market capitalization of $51.29 billion, a PE ratio of -7.14 and a beta of 0.06.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Monday, December 23rd. Shareholders of record on Wednesday, December 18th were issued a $0.351 dividend. The ex-dividend date was Wednesday, December 18th. This is a positive change from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.31. This represents a $4.21 annualized dividend and a yield of 4.83%.

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.