WESPAC Advisors SoCal LLC Has $2.79 Million Position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

WESPAC Advisors SoCal LLC lifted its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 4.5% during the fourth quarter, Holdings Channel reports. The fund owned 31,918 shares of the exchange traded fund’s stock after buying an additional 1,372 shares during the quarter. WESPAC Advisors SoCal LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $2,787,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the stock. Divergent Wealth Advisors lifted its position in shares of iShares 20+ Year Treasury Bond ETF by 1.1% during the 3rd quarter. Divergent Wealth Advisors now owns 10,869 shares of the exchange traded fund’s stock valued at $1,066,000 after acquiring an additional 117 shares during the period. Pinnacle Family Advisors LLC increased its stake in iShares 20+ Year Treasury Bond ETF by 6.3% during the 3rd quarter. Pinnacle Family Advisors LLC now owns 2,472 shares of the exchange traded fund’s stock valued at $242,000 after purchasing an additional 147 shares in the last quarter. Claro Advisors LLC increased its stake in iShares 20+ Year Treasury Bond ETF by 0.9% during the 4th quarter. Claro Advisors LLC now owns 16,347 shares of the exchange traded fund’s stock valued at $1,428,000 after purchasing an additional 149 shares in the last quarter. Empirical Asset Management LLC increased its stake in iShares 20+ Year Treasury Bond ETF by 2.5% during the 3rd quarter. Empirical Asset Management LLC now owns 6,220 shares of the exchange traded fund’s stock valued at $610,000 after purchasing an additional 152 shares in the last quarter. Finally, Capital Square LLC increased its stake in iShares 20+ Year Treasury Bond ETF by 1.7% during the 3rd quarter. Capital Square LLC now owns 9,395 shares of the exchange traded fund’s stock valued at $922,000 after purchasing an additional 157 shares in the last quarter. Institutional investors and hedge funds own 73.32% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Trading Up 0.5 %

Shares of TLT stock opened at $88.16 on Tuesday. The firm has a market capitalization of $53.58 billion, a PE ratio of -7.14 and a beta of 0.06. The firm has a fifty day simple moving average of $89.03 and a two-hundred day simple moving average of $93.13. 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 Cuts Dividend

The firm also recently declared a dividend, which will be paid on Thursday, February 6th. Shareholders of record on Monday, February 3rd will be paid a dividend of $0.3123 per share. The ex-dividend date is Monday, February 3rd.

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.