Kovitz Investment Group Partners LLC Increases Stock Holdings in iShares 20+ Year Treasury Bond ETF $TLT

Kovitz Investment Group Partners LLC lifted its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 9.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 119,017 shares of the exchange traded fund’s stock after acquiring an additional 10,052 shares during the period. Kovitz Investment Group Partners LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $10,374,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Bank of America Corp DE grew its stake in iShares 20+ Year Treasury Bond ETF by 10.5% during the 4th quarter. Bank of America Corp DE now owns 109,057,503 shares of the exchange traded fund’s stock valued at $9,505,452,000 after purchasing an additional 10,380,437 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in iShares 20+ Year Treasury Bond ETF by 3.4% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 43,140,136 shares of the exchange traded fund’s stock valued at $3,760,094,000 after purchasing an additional 1,418,641 shares during the period. Morgan Stanley grew its position in iShares 20+ Year Treasury Bond ETF by 31.3% in the 4th quarter. Morgan Stanley now owns 19,186,986 shares of the exchange traded fund’s stock worth $1,672,338,000 after purchasing an additional 4,577,906 shares during the last quarter. JPMorgan Chase & Co. raised its stake in iShares 20+ Year Treasury Bond ETF by 125.5% during the 4th quarter. JPMorgan Chase & Co. now owns 8,997,581 shares of the exchange traded fund’s stock valued at $784,229,000 after acquiring an additional 44,234,543 shares in the last quarter. Finally, Harvest Portfolios Group Inc. lifted its holdings in iShares 20+ Year Treasury Bond ETF by 0.9% in the third quarter. Harvest Portfolios Group Inc. now owns 3,535,387 shares of the exchange traded fund’s stock worth $315,958,000 after purchasing an additional 33,088 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

iShares 20+ Year Treasury Bond ETF Price Performance

Shares of NASDAQ:TLT opened at $86.75 on Friday. iShares 20+ Year Treasury Bond ETF has a 12 month low of $82.77 and a 12 month high of $92.18. The stock has a market cap of $43.17 billion, a price-to-earnings ratio of -6.75 and a beta of 0.52. The stock’s 50 day moving average price is $85.66 and its 200 day moving average price is $87.09.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The firm also recently disclosed a monthly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, June 1st were paid a $0.3358 dividend. The ex-dividend date of this dividend was Monday, June 1st. This represents a c) annualized dividend and a dividend yield of 4.6%. This is an increase from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.32.

iShares 20+ Year Treasury Bond ETF 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. The Underlying Index includes all publicly-issued the United States Treasury securities that have a remaining maturity of greater than or equal to 20 years.