iShares 20+ Year Treasury Bond ETF $TLT Position Reduced by Creative Planning

Creative Planning reduced its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 17.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 83,320 shares of the exchange traded fund’s stock after selling 17,864 shares during the period. Creative Planning’s holdings in iShares 20+ Year Treasury Bond ETF were worth $7,353,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in TLT. Clearstead Trust LLC acquired a new position in iShares 20+ Year Treasury Bond ETF in the 2nd quarter worth approximately $25,000. MassMutual Private Wealth & Trust FSB boosted its position in shares of iShares 20+ Year Treasury Bond ETF by 38.4% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 465 shares of the exchange traded fund’s stock worth $41,000 after buying an additional 129 shares during the period. Woodard & Co. Asset Management Group Inc. ADV grew its holdings in shares of iShares 20+ Year Treasury Bond ETF by 416.0% during the second quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 516 shares of the exchange traded fund’s stock valued at $46,000 after buying an additional 416 shares in the last quarter. SouthState Corp acquired a new position in iShares 20+ Year Treasury Bond ETF during the second quarter valued at $50,000. Finally, Harbor Investment Advisory LLC lifted its stake in iShares 20+ Year Treasury Bond ETF by 1,477.5% in the 2nd quarter. Harbor Investment Advisory LLC now owns 631 shares of the exchange traded fund’s stock worth $56,000 after acquiring an additional 591 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Trading Down 0.2%

Shares of NASDAQ TLT opened at $88.88 on Thursday. iShares 20+ Year Treasury Bond ETF has a one year low of $83.29 and a one year high of $94.85. The business has a 50-day moving average price of $90.00 and a two-hundred day moving average price of $87.79. The firm has a market capitalization of $48.69 billion, a PE ratio of -6.75 and a beta of 0.53.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The business also recently declared a monthly dividend, which was paid on Thursday, November 6th. Investors of record on Monday, November 3rd were issued a dividend of $0.3251 per share. This is an increase from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.31. This represents a c) annualized dividend and a dividend yield of 4.4%. The ex-dividend date was Monday, November 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.