Intergy Private Wealth LLC Increases Stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Intergy Private Wealth LLC increased its holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 35,845 shares of the exchange traded fund’s stock after acquiring an additional 1,170 shares during the quarter. iShares 20+ Year Treasury Bond ETF makes up about 1.2% of Intergy Private Wealth LLC’s investment portfolio, making the stock its 20th largest position. Intergy Private Wealth LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $3,130,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Assetmark Inc. grew its stake in iShares 20+ Year Treasury Bond ETF by 3,121.7% in the third quarter. Assetmark Inc. now owns 4,461,161 shares of the exchange traded fund’s stock valued at $437,640,000 after purchasing an additional 4,322,688 shares during the last quarter. Harvest Portfolios Group Inc. grew its position in shares of iShares 20+ Year Treasury Bond ETF by 33.0% in the 3rd quarter. Harvest Portfolios Group Inc. now owns 2,753,709 shares of the exchange traded fund’s stock worth $270,139,000 after buying an additional 683,915 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. grew its position in shares of iShares 20+ Year Treasury Bond ETF by 51.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,075,806 shares of the exchange traded fund’s stock worth $204,612,000 after buying an additional 709,409 shares during the last quarter. Hantz Financial Services Inc. raised its stake in shares of iShares 20+ Year Treasury Bond ETF by 9.8% during the 4th quarter. Hantz Financial Services Inc. now owns 1,958,175 shares of the exchange traded fund’s stock worth $171,007,000 after acquiring an additional 175,574 shares in the last quarter. Finally, Commonwealth Equity Services LLC lifted its position in iShares 20+ Year Treasury Bond ETF by 25.4% during the third quarter. Commonwealth Equity Services LLC now owns 1,748,635 shares of the exchange traded fund’s stock valued at $171,541,000 after acquiring an additional 354,610 shares during the last quarter. 73.32% of the stock is currently owned by institutional investors.

iShares 20+ Year Treasury Bond ETF Trading Up 0.4 %

NASDAQ TLT opened at $88.34 on Friday. The firm’s fifty day simple moving average is $89.17 and its two-hundred day simple moving average is $93.22. The firm has a market capitalization of $52.22 billion, a P/E ratio of -7.14 and a beta of 0.06. iShares 20+ Year Treasury Bond ETF has a 12-month low of $84.89 and a 12-month high of $101.64.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The firm also recently announced a monthly dividend, which was paid on Monday, December 23rd. Investors of record on Wednesday, December 18th were paid a dividend of $0.351 per share. This represents a $4.21 annualized dividend and a yield of 4.77%. This is an increase from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.31. The ex-dividend date of this dividend was Wednesday, December 18th.

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.