Shared Vision Wealth Group LLC Increases Holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Shared Vision Wealth Group LLC grew its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 9.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,205 shares of the exchange traded fund’s stock after purchasing an additional 2,523 shares during the quarter. iShares 20+ Year Treasury Bond ETF makes up 1.3% of Shared Vision Wealth Group LLC’s investment portfolio, making the stock its 18th largest holding. Shared Vision Wealth Group LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $2,550,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Independence Bank of Kentucky bought a new position in iShares 20+ Year Treasury Bond ETF in the 4th quarter worth about $26,000. Richardson Financial Services Inc. purchased a new position in iShares 20+ Year Treasury Bond ETF in the 4th quarter worth approximately $30,000. New Wave Wealth Advisors LLC purchased a new position in iShares 20+ Year Treasury Bond ETF in the 4th quarter worth approximately $32,000. Van ECK Associates Corp increased its stake in shares of iShares 20+ Year Treasury Bond ETF by 82.4% during the fourth quarter. Van ECK Associates Corp now owns 394 shares of the exchange traded fund’s stock valued at $34,000 after buying an additional 178 shares during the period. Finally, West Branch Capital LLC increased its stake 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 buying an additional 203 shares during the period. 73.32% of the stock is owned by hedge funds and other institutional investors.

iShares 20+ Year Treasury Bond ETF Stock Performance

TLT opened at $92.39 on Monday. The stock has a market capitalization of $56.15 billion, a PE ratio of -7.34 and a beta of 0.06. The stock’s 50 day moving average price is $88.07 and its 200-day moving average price is $92.39. iShares 20+ Year Treasury Bond ETF has a 52-week low of $84.89 and a 52-week high of $101.64.

iShares 20+ Year Treasury Bond ETF Cuts Dividend

The business also recently announced a dividend, which was paid on Thursday, February 6th. Shareholders of record on Monday, February 3rd were issued a $0.3123 dividend. The ex-dividend date was Monday, February 3rd.

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.