Compound Planning Inc. Has $5.91 Million Holdings in iShares 20+ Year Treasury Bond ETF $TLT

Compound Planning Inc. reduced its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 26.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 67,841 shares of the exchange traded fund’s stock after selling 24,452 shares during the period. Compound Planning Inc.’s holdings in iShares 20+ Year Treasury Bond ETF were worth $5,913,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Silverlake Wealth Management LLC grew its stake in shares of iShares 20+ Year Treasury Bond ETF by 0.6% in the 4th quarter. Silverlake Wealth Management LLC now owns 21,019 shares of the exchange traded fund’s stock valued at $1,832,000 after buying an additional 115 shares in the last quarter. Yukon Wealth Management Inc. increased its holdings in iShares 20+ Year Treasury Bond ETF by 0.5% in the third quarter. Yukon Wealth Management Inc. now owns 23,442 shares of the exchange traded fund’s stock worth $2,095,000 after buying an additional 118 shares during the last quarter. Advyzon Investment Management LLC raised its position in iShares 20+ Year Treasury Bond ETF by 0.9% during the fourth quarter. Advyzon Investment Management LLC now owns 13,784 shares of the exchange traded fund’s stock valued at $1,201,000 after acquiring an additional 124 shares in the last quarter. Harvest Fund Management Co. Ltd raised its position in iShares 20+ Year Treasury Bond ETF by 15.8% during the third quarter. Harvest Fund Management Co. Ltd now owns 922 shares of the exchange traded fund’s stock valued at $82,000 after acquiring an additional 126 shares in the last quarter. Finally, Cornerstone Wealth Management LLC raised its position in iShares 20+ Year Treasury Bond ETF by 3.8% during the fourth quarter. Cornerstone Wealth Management LLC now owns 3,775 shares of the exchange traded fund’s stock valued at $329,000 after acquiring an additional 138 shares in the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

iShares 20+ Year Treasury Bond ETF Stock Up 0.5%

NASDAQ TLT opened at $86.75 on Friday. The stock has a market capitalization of $43.17 billion, a PE ratio of -6.75 and a beta of 0.52. iShares 20+ Year Treasury Bond ETF has a 12-month low of $82.77 and a 12-month high of $92.18. The company has a 50 day moving average price of $85.66 and a two-hundred day moving average price of $87.09.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, June 1st were issued a dividend of $0.3358 per share. The ex-dividend date was Monday, June 1st. This represents a c) dividend on an annualized basis and a dividend yield of 4.6%. This is an increase from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.32.

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.