EP Wealth Advisors LLC Sells 16,932 Shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

EP Wealth Advisors LLC trimmed its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 67.7% in the first quarter, according to its most recent filing with the SEC. The firm owned 8,086 shares of the exchange traded fund’s stock after selling 16,932 shares during the period. EP Wealth Advisors LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $765,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in the business. Psagot Value Holdings Ltd. Israel bought a new stake in iShares 20+ Year Treasury Bond ETF during the 4th quarter worth approximately $25,000. Bfsg LLC increased its stake in shares of iShares 20+ Year Treasury Bond ETF by 1,400.0% in the first quarter. Bfsg LLC now owns 315 shares of the exchange traded fund’s stock valued at $30,000 after buying an additional 294 shares in the last quarter. Motco bought a new position in shares of iShares 20+ Year Treasury Bond ETF in the first quarter valued at about $32,000. Palisade Asset Management LLC acquired a new position in iShares 20+ Year Treasury Bond ETF during the 1st quarter worth about $37,000. Finally, Cherry Tree Wealth Management LLC acquired a new position in iShares 20+ Year Treasury Bond ETF in the fourth quarter valued at approximately $44,000. 73.32% of the stock is currently owned by institutional investors and hedge funds.

iShares 20+ Year Treasury Bond ETF Price Performance

Shares of iShares 20+ Year Treasury Bond ETF stock traded up $0.74 during trading on Friday, hitting $93.01. 32,524,787 shares of the company were exchanged, compared to its average volume of 39,892,332. The firm has a market capitalization of $56.50 billion, a P/E ratio of -7.14 and a beta of 0.06. The firm’s fifty day moving average price is $92.43 and its 200 day moving average price is $92.69. iShares 20+ Year Treasury Bond ETF has a 1-year low of $82.42 and a 1-year high of $100.93.

iShares 20+ Year Treasury Bond ETF Dividend Announcement

The company also recently announced a monthly dividend, which was paid on Friday, July 5th. Shareholders of record on Monday, July 1st were issued a dividend of $0.2911 per share. This represents a $3.49 dividend on an annualized basis and a yield of 3.76%. The ex-dividend date was Monday, 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.