Simplicity Wealth LLC Raises Position in iShares 20+ Year Treasury Bond ETF $TLT

Simplicity Wealth LLC increased its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 16.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 282,912 shares of the exchange traded fund’s stock after purchasing an additional 40,018 shares during the quarter. iShares 20+ Year Treasury Bond ETF makes up approximately 1.4% of Simplicity Wealth LLC’s portfolio, making the stock its 11th biggest holding. Simplicity Wealth LLC owned 0.06% of iShares 20+ Year Treasury Bond ETF worth $24,526,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Silverlake Wealth Management LLC raised its stake in shares of iShares 20+ Year Treasury Bond ETF by 0.6% in the fourth 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 during the period. Yukon Wealth Management Inc. lifted its position in shares of iShares 20+ Year Treasury Bond ETF by 0.5% during the 3rd quarter. Yukon Wealth Management Inc. now owns 23,442 shares of the exchange traded fund’s stock valued at $2,095,000 after buying an additional 118 shares during the last quarter. Advyzon Investment Management LLC grew its stake in shares of iShares 20+ Year Treasury Bond ETF by 0.9% during the 4th quarter. Advyzon Investment Management LLC now owns 13,784 shares of the exchange traded fund’s stock worth $1,201,000 after acquiring an additional 124 shares during the period. United Asset Strategies Inc. grew its stake in shares of iShares 20+ Year Treasury Bond ETF by 1.2% during the 1st quarter. United Asset Strategies Inc. now owns 10,398 shares of the exchange traded fund’s stock worth $901,000 after acquiring an additional 126 shares during the period. Finally, Harvest Fund Management Co. Ltd grew its stake in shares of iShares 20+ Year Treasury Bond ETF by 15.8% during the 3rd quarter. Harvest Fund Management Co. Ltd now owns 922 shares of the exchange traded fund’s stock worth $82,000 after acquiring an additional 126 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Stock Down 0.0%

TLT traded down $0.02 during trading hours on Friday, hitting $84.47. The stock had a trading volume of 14,442,171 shares, compared to its average volume of 32,720,563. iShares 20+ Year Treasury Bond ETF has a 1 year low of $82.77 and a 1 year high of $92.18. The company’s fifty day simple moving average is $85.44 and its 200 day simple moving average is $86.86. The stock has a market cap of $41.60 billion, a PE ratio of -6.75 and a beta of 0.51.

iShares 20+ Year Treasury Bond ETF Cuts Dividend

The firm also recently announced a monthly dividend, which was paid on Tuesday, July 7th. Shareholders of record on Wednesday, July 1st were given a dividend of $0.318 per share. This represents a c) dividend on an annualized basis and a yield of 4.5%. The ex-dividend date was Wednesday, July 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.