Apeiron RIA LLC increased its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 167.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,396 shares of the exchange traded fund’s stock after purchasing an additional 14,662 shares during the period. Apeiron RIA LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $1,818,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in iShares 20+ Year Treasury Bond ETF during the fourth quarter worth about $31,000. Summer Road LLC lifted its holdings in iShares 20+ Year Treasury Bond ETF by 117.6% in the 1st quarter. Summer Road LLC now owns 370 shares of the exchange traded fund’s stock valued at $32,000 after acquiring an additional 200 shares during the last quarter. Axiom Investment Management LLC bought a new position in shares of iShares 20+ Year Treasury Bond ETF during the 1st quarter valued at about $32,000. Versant Capital Management Inc boosted its position in shares of iShares 20+ Year Treasury Bond ETF by 1,126.1% during the 3rd quarter. Versant Capital Management Inc now owns 564 shares of the exchange traded fund’s stock valued at $44,000 after purchasing an additional 518 shares in the last quarter. Finally, Cornerstone Planning Group LLC grew its stake in shares of iShares 20+ Year Treasury Bond ETF by 123.6% in the 2nd quarter. Cornerstone Planning Group LLC now owns 615 shares of the exchange traded fund’s stock worth $51,000 after purchasing an additional 340 shares during the last quarter. 73.33% of the stock is owned by institutional investors.
iShares 20+ Year Treasury Bond ETF Trading Up 0.7%
Shares of NASDAQ TLT traded up $0.56 during midday trading on Thursday, reaching $77.70. The company’s stock had a trading volume of 22,178,956 shares, compared to its average volume of 33,729,465. iShares 20+ Year Treasury Bond ETF has a one year low of $76.43 and a one year high of $92.18. The company has a market cap of $47.37 billion, a price-to-earnings ratio of -6.75 and a beta of 0.52. The company has a 50 day moving average price of $81.26 and a 200 day moving average price of $84.04.
iShares 20+ Year Treasury Bond ETF Cuts Dividend
iShares 20+ Year Treasury Bond ETF News Roundup
Here are the key news stories impacting iShares 20+ Year Treasury Bond ETF this week:
- Positive Sentiment: Foreign investors bought approximately 80% of the Treasury’s $39 billion long-term bond auction, signaling robust demand that could support prices for long-duration Treasuries and benefit TLT. Foreign Buyers Took 80% of the Treasury’s $39 Billion Auction
- Positive Sentiment: Growing recession warnings and signs that the economy is struggling under borrowing costs could eventually increase demand for safe-haven Treasuries and raise expectations for future rate cuts, a positive for TLT. Recession Warning: The Signals Are Lining Up
- Positive Sentiment: Markets are sharply reducing expectations for an October rate hike, which lowers the near-term pressure on long-duration bonds, although the underlying jobs data remains uncertain. October Rate-Hike Odds Just Fell From 51% to 19% in One Week
- Neutral Sentiment: Escalating Middle East tensions may generate safe-haven demand for Treasuries, but higher energy prices could worsen inflation and keep yields elevated. Markets Struggle As Middle East Conflict Heats Up
- Neutral Sentiment: Signs that bond-market turmoil is cooling could stabilize investor sentiment, while high oil prices continue to favor energy assets over long-duration bonds. Energy ETFs to Watch as Bond Market Carnage Shows Signs of Cooling
- Negative Sentiment: The Fed’s unanimous September rate increase, combined with officials’ preference for another hike before year-end, remains a significant headwind for TLT because higher rates reduce the value of existing long-term bonds. Every Fed Official Backed September’s Hike. Most Want One More Before New Year’s
- Negative Sentiment: Treasury yields reached a 24-year high, pressuring bond prices and highlighting the risk that TLT could remain volatile if long-term yields continue rising. Markets Turn Lower As Treasury Yields Hit 24-Year High
- Negative Sentiment: Investors are focused on September inflation data; a hotter-than-expected reading would reinforce expectations for higher rates and weigh on long-duration Treasury ETFs. What Investors Might Expect From September’s Inflation Report
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.
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