High Note Wealth LLC Has $10.54 Million Stock Position in iShares 20+ Year Treasury Bond ETF $TLT

High Note Wealth LLC boosted its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 8.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 120,952 shares of the exchange traded fund’s stock after buying an additional 9,662 shares during the period. iShares 20+ Year Treasury Bond ETF makes up about 2.1% of High Note Wealth LLC’s investment portfolio, making the stock its 14th largest position. High Note Wealth LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $10,542,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the business. RiverFront Investment Group LLC increased its position in iShares 20+ Year Treasury Bond ETF by 13.2% during the fourth quarter. RiverFront Investment Group LLC now owns 17,438 shares of the exchange traded fund’s stock worth $1,520,000 after acquiring an additional 2,036 shares during the period. AlphaCore Capital LLC boosted its holdings in iShares 20+ Year Treasury Bond ETF by 10,197.0% in the 4th quarter. AlphaCore Capital LLC now owns 3,398 shares of the exchange traded fund’s stock valued at $296,000 after purchasing an additional 3,365 shares during the period. New York Life Investment Management LLC grew its position in iShares 20+ Year Treasury Bond ETF by 55.3% in the 4th quarter. New York Life Investment Management LLC now owns 94,884 shares of the exchange traded fund’s stock worth $8,271,000 after purchasing an additional 33,776 shares during the last quarter. Cornerstone Wealth Management LLC grew its position in iShares 20+ Year Treasury Bond ETF by 3.8% in the 4th quarter. Cornerstone Wealth Management LLC now owns 3,775 shares of the exchange traded fund’s stock worth $329,000 after purchasing an additional 138 shares during the last quarter. Finally, Granite Bay Wealth Management LLC increased its holdings in shares of iShares 20+ Year Treasury Bond ETF by 8.9% during the 4th quarter. Granite Bay Wealth Management LLC now owns 192,458 shares of the exchange traded fund’s stock worth $16,775,000 after purchasing an additional 15,749 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

iShares 20+ Year Treasury Bond ETF Stock Performance

Shares of TLT opened at $83.66 on Monday. The company has a 50-day simple moving average of $86.54 and a 200-day simple moving average of $87.89. iShares 20+ Year Treasury Bond ETF has a 52 week low of $83.29 and a 52 week high of $92.18. The firm has a market capitalization of $41.63 billion, a P/E ratio of -6.75 and a beta of 0.53.

iShares 20+ Year Treasury Bond ETF Dividend Announcement

The company also recently declared a monthly dividend, which was paid on Wednesday, May 6th. Investors of record on Friday, May 1st were paid a dividend of $0.3153 per share. This represents a c) annualized dividend and a yield of 4.5%. The ex-dividend date was Friday, May 1st.

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. The Underlying Index includes all publicly-issued the United States Treasury securities that have a remaining maturity of greater than or equal to 20 years.