EP Wealth Advisors LLC Grows Stock Holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

EP Wealth Advisors LLC raised its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 76.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,180 shares of the exchange traded fund’s stock after acquiring an additional 4,826 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $1,097,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of TLT. Northwestern Mutual Wealth Management Co. increased its position in shares of iShares 20+ Year Treasury Bond ETF by 2,810.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 32,622,890 shares of the exchange traded fund’s stock valued at $2,994,131,000 after buying an additional 31,502,110 shares during the period. Envestnet Asset Management Inc. increased its position in shares of iShares 20+ Year Treasury Bond ETF by 5.2% during the second quarter. Envestnet Asset Management Inc. now owns 16,418,016 shares of the exchange traded fund’s stock valued at $1,506,846,000 after buying an additional 814,240 shares during the period. Cibc World Market Inc. increased its position in shares of iShares 20+ Year Treasury Bond ETF by 21.9% during the second quarter. Cibc World Market Inc. now owns 8,406,190 shares of the exchange traded fund’s stock valued at $771,520,000 after buying an additional 1,511,435 shares during the period. LPL Financial LLC increased its position in shares of iShares 20+ Year Treasury Bond ETF by 7.9% during the second quarter. LPL Financial LLC now owns 4,891,875 shares of the exchange traded fund’s stock valued at $448,976,000 after buying an additional 359,489 shares during the period. Finally, Assetmark Inc. increased its position in shares of iShares 20+ Year Treasury Bond ETF by 3,121.7% during the third quarter. Assetmark Inc. now owns 4,461,161 shares of the exchange traded fund’s stock valued at $437,640,000 after buying an additional 4,322,688 shares during the period. Hedge funds and other institutional investors own 73.32% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Price Performance

Shares of NASDAQ TLT opened at $93.08 on Wednesday. The stock has a market capitalization of $60.30 billion, a P/E ratio of -7.14 and a beta of 0.06. iShares 20+ Year Treasury Bond ETF has a 1 year low of $87.34 and a 1 year high of $101.64. The company’s 50-day moving average is $92.80 and its 200 day moving average is $94.46.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The firm also recently disclosed a dividend, which was paid on Thursday, December 5th. Shareholders of record on Monday, December 2nd were issued a $0.325 dividend. The ex-dividend date of this dividend was Monday, December 2nd. This is a boost from iShares 20+ Year Treasury Bond ETF’s previous dividend of $0.31.

iShares 20+ Year Treasury Bond ETF Company 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.