Ballew Advisors Inc Has $2.23 Million Holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Ballew Advisors Inc grew its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 77.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,066 shares of the exchange traded fund’s stock after buying an additional 11,400 shares during the quarter. iShares 20+ Year Treasury Bond ETF makes up about 1.4% of Ballew Advisors Inc’s investment portfolio, making the stock its 15th largest holding. Ballew Advisors Inc’s holdings in iShares 20+ Year Treasury Bond ETF were worth $2,227,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in TLT. ORG Wealth Partners LLC acquired a new position in iShares 20+ Year Treasury Bond ETF during the third quarter worth $35,000. Prospera Private Wealth LLC bought a new stake in shares of iShares 20+ Year Treasury Bond ETF during the 3rd quarter worth about $42,000. ST Germain D J Co. Inc. increased its holdings in shares of iShares 20+ Year Treasury Bond ETF by 73.1% during the 4th quarter. ST Germain D J Co. Inc. now owns 476 shares of the exchange traded fund’s stock valued at $42,000 after acquiring an additional 201 shares during the last quarter. CarsonAllaria Wealth Management Ltd. bought a new position in shares of iShares 20+ Year Treasury Bond ETF in the 3rd quarter valued at approximately $59,000. Finally, PSI Advisors LLC lifted its holdings in iShares 20+ Year Treasury Bond ETF by 58.4% in the 3rd quarter. PSI Advisors LLC now owns 654 shares of the exchange traded fund’s stock worth $64,000 after purchasing an additional 241 shares during the last quarter. Institutional investors own 73.32% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Stock Up 0.2 %

Shares of iShares 20+ Year Treasury Bond ETF stock opened at $87.19 on Friday. iShares 20+ Year Treasury Bond ETF has a 12-month low of $84.89 and a 12-month high of $101.64. The stock has a market capitalization of $51.06 billion, a P/E ratio of -7.14 and a beta of 0.06. The stock has a 50 day moving average price of $89.67 and a two-hundred day moving average price of $93.53.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The company also recently announced a monthly dividend, which was paid on Monday, December 23rd. Investors of record on Wednesday, December 18th were paid a $0.351 dividend. The ex-dividend date was Wednesday, December 18th. This is a positive change from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.31. This represents a $4.21 dividend on an annualized basis and a yield of 4.83%.

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.