Annex Advisory Services LLC Decreases Stock Position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Annex Advisory Services LLC cut its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 10.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 29,326 shares of the exchange traded fund’s stock after selling 3,558 shares during the quarter. Annex Advisory Services LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $2,561,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of TLT. Fund Evaluation Group LLC bought a new position in shares of iShares 20+ Year Treasury Bond ETF in the second quarter worth approximately $232,000. Westwood Holdings Group Inc. boosted its position in iShares 20+ Year Treasury Bond ETF by 4.5% during the 2nd quarter. Westwood Holdings Group Inc. now owns 309,201 shares of the exchange traded fund’s stock valued at $28,378,000 after buying an additional 13,216 shares during the period. Mount Yale Investment Advisors LLC grew its holdings in iShares 20+ Year Treasury Bond ETF by 5.3% in the 2nd quarter. Mount Yale Investment Advisors LLC now owns 9,836 shares of the exchange traded fund’s stock worth $903,000 after acquiring an additional 491 shares during the last quarter. Itau Unibanco Holding S.A. purchased a new position in shares of iShares 20+ Year Treasury Bond ETF in the second quarter valued at about $18,815,000. Finally, EverSource Wealth Advisors LLC raised its stake in shares of iShares 20+ Year Treasury Bond ETF by 150.1% during the second quarter. EverSource Wealth Advisors LLC now owns 4,605 shares of the exchange traded fund’s stock valued at $437,000 after acquiring an additional 2,764 shares during the last quarter. 73.32% of the stock is currently owned by institutional investors.

iShares 20+ Year Treasury Bond ETF Price Performance

NASDAQ TLT opened at $87.19 on Monday. iShares 20+ Year Treasury Bond ETF has a 1 year low of $84.89 and a 1 year high of $101.64. The stock has a market capitalization of $51.62 billion, a PE ratio of -7.14 and a beta of 0.06. The business’s 50-day moving average is $89.67 and its 200 day moving average is $93.54.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The business also recently declared a monthly dividend, which was paid on Monday, December 23rd. Investors of record on Wednesday, December 18th were paid a $0.351 dividend. This is an increase from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.31. This represents a $4.21 dividend on an annualized basis and a yield of 4.83%. The ex-dividend date of this dividend was Wednesday, December 18th.

iShares 20+ Year Treasury Bond ETF 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.