iShares 7-10 Year Treasury Bond ETF $IEF Shares Purchased by LWM Advisors Inc.

LWM Advisors Inc. boosted its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) by 1.5% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 28,125 shares of the exchange traded fund’s stock after acquiring an additional 411 shares during the period. iShares 7-10 Year Treasury Bond ETF accounts for about 2.6% of LWM Advisors Inc.’s investment portfolio, making the stock its 11th largest position. LWM Advisors Inc.’s holdings in iShares 7-10 Year Treasury Bond ETF were worth $2,694,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Marcum Wealth LLC grew its stake in iShares 7-10 Year Treasury Bond ETF by 4.9% in the 1st quarter. Marcum Wealth LLC now owns 2,574 shares of the exchange traded fund’s stock valued at $245,000 after acquiring an additional 120 shares during the last quarter. Asset Management Group Inc. grew its stake in iShares 7-10 Year Treasury Bond ETF by 0.5% in the 1st quarter. Asset Management Group Inc. now owns 23,851 shares of the exchange traded fund’s stock valued at $2,275,000 after acquiring an additional 123 shares during the last quarter. Trivant Custom Portfolio Group LLC grew its stake in iShares 7-10 Year Treasury Bond ETF by 72.2% in the 1st quarter. Trivant Custom Portfolio Group LLC now owns 303 shares of the exchange traded fund’s stock valued at $29,000 after acquiring an additional 127 shares during the last quarter. Kiley Juergens Wealth Management LLC grew its stake in iShares 7-10 Year Treasury Bond ETF by 1.0% in the 1st quarter. Kiley Juergens Wealth Management LLC now owns 13,294 shares of the exchange traded fund’s stock valued at $1,268,000 after acquiring an additional 134 shares during the last quarter. Finally, Continuum Advisory LLC grew its stake in iShares 7-10 Year Treasury Bond ETF by 1.0% in the 4th quarter. Continuum Advisory LLC now owns 13,580 shares of the exchange traded fund’s stock valued at $1,255,000 after acquiring an additional 138 shares during the last quarter. 81.48% of the stock is owned by institutional investors and hedge funds.

iShares 7-10 Year Treasury Bond ETF Price Performance

iShares 7-10 Year Treasury Bond ETF stock opened at $96.98 on Friday. iShares 7-10 Year Treasury Bond ETF has a 12-month low of $91.08 and a 12-month high of $99.18. The stock has a market capitalization of $36.09 billion, a P/E ratio of -22.00 and a beta of 0.05. The firm’s 50-day moving average is $95.41 and its two-hundred day moving average is $94.90.

iShares 7-10 Year Treasury Bond ETF Dividend Announcement

The company also recently declared a monthly dividend, which was paid on Friday, September 5th. Shareholders of record on Tuesday, September 2nd were paid a dividend of $0.3141 per share. This represents a c) annualized dividend and a dividend yield of 3.9%. The ex-dividend date of this dividend was Tuesday, September 2nd.

iShares 7-10 Year Treasury Bond ETF Profile

iShares 7-10 Year Treasury Bond ETF (the Fund) is an is an exchange-traded fund. The Fund seeks to track the investment results of an index composed of the United States Treasury bonds with remaining maturities between seven and ten years. The Fund seeks to track the investment results of the Barclays U.S.