Fermata Advisors LLC Has $5.93 Million Stock Holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Fermata Advisors LLC cut its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 10.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 67,939 shares of the exchange traded fund’s stock after selling 7,587 shares during the period. iShares 20+ Year Treasury Bond ETF makes up approximately 1.1% of Fermata Advisors LLC’s holdings, making the stock its 20th biggest position. Fermata Advisors LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $5,933,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Divergent Wealth Advisors boosted its stake in 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 worth $1,066,000 after buying an additional 117 shares in the last quarter. Goelzer Investment Management Inc. boosted its position in shares of iShares 20+ Year Treasury Bond ETF by 1.0% during 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 acquiring an additional 143 shares in the last quarter. Pinnacle Family Advisors LLC boosted its position in shares of 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 acquiring an additional 147 shares in the last quarter. Claro Advisors LLC increased its stake in iShares 20+ Year Treasury Bond ETF by 0.9% in the fourth quarter. Claro Advisors LLC now owns 16,347 shares of the exchange traded fund’s stock valued at $1,428,000 after acquiring an additional 149 shares during the period. Finally, Empirical Asset Management LLC lifted its stake in iShares 20+ Year Treasury Bond ETF by 2.5% during the third quarter. Empirical Asset Management LLC now owns 6,220 shares of the exchange traded fund’s stock worth $610,000 after purchasing an additional 152 shares during the period. Institutional investors and hedge funds own 73.32% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Trading Up 0.3 %

TLT stock opened at $87.02 on Friday. iShares 20+ Year Treasury Bond ETF has a 1-year low of $84.89 and a 1-year high of $101.64. The business’s 50 day moving average is $89.78 and its 200-day moving average is $93.53. The firm has a market cap of $50.96 billion, a P/E 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 paid a dividend of $0.351 per share. 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 4.84%. The ex-dividend date was Wednesday, December 18th.

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.