Heritage Wealth Management Inc. CA Decreases Stock Position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Heritage Wealth Management Inc. CA decreased its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 21.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 31,412 shares of the exchange traded fund’s stock after selling 8,670 shares during the quarter. iShares 20+ Year Treasury Bond ETF accounts for approximately 2.0% of Heritage Wealth Management Inc. CA’s investment portfolio, making the stock its 10th largest position. Heritage Wealth Management Inc. CA’s holdings in iShares 20+ Year Treasury Bond ETF were worth $2,743,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. LPL Financial LLC boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 4.1% during the 4th quarter. LPL Financial LLC now owns 6,035,096 shares of the exchange traded fund’s stock valued at $527,045,000 after acquiring an additional 235,504 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its stake in shares of iShares 20+ Year Treasury Bond ETF by 17.0% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,429,274 shares of the exchange traded fund’s stock valued at $211,751,000 after buying an additional 353,468 shares during the period. Envestnet Portfolio Solutions Inc. raised its holdings in iShares 20+ Year Treasury Bond ETF by 36.2% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 2,230,371 shares of the exchange traded fund’s stock valued at $194,778,000 after buying an additional 592,846 shares during the last quarter. Hantz Financial Services Inc. boosted its position in iShares 20+ Year Treasury Bond ETF by 9.8% during the 4th quarter. Hantz Financial Services Inc. now owns 1,958,175 shares of the exchange traded fund’s stock worth $171,007,000 after buying an additional 175,574 shares during the period. Finally, Commonwealth Equity Services LLC grew its holdings in iShares 20+ Year Treasury Bond ETF by 5.3% during the 4th quarter. Commonwealth Equity Services LLC now owns 1,840,482 shares of the exchange traded fund’s stock worth $160,729,000 after acquiring an additional 91,847 shares during the last quarter. 73.32% of the stock is currently owned by institutional investors and hedge funds.

iShares 20+ Year Treasury Bond ETF Stock Performance

TLT stock opened at $89.77 on Tuesday. The company has a market capitalization of $54.56 billion, a P/E ratio of -7.21 and a beta of 0.06. The company has a fifty day moving average price of $89.27 and a 200-day moving average price of $91.58. 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, March 6th. Shareholders of record on Monday, March 3rd were issued a dividend of $0.2898 per share. The ex-dividend date of this dividend was Monday, March 3rd.

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.