Money Design Co. Ltd. Purchases New Stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Money Design Co. Ltd. acquired a new position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 302,004 shares of the exchange traded fund’s stock, valued at approximately $26,516,000. iShares 20+ Year Treasury Bond ETF accounts for approximately 1.4% of Money Design Co. Ltd.’s investment portfolio, making the stock its 20th biggest position. Money Design Co. Ltd. owned approximately 0.05% of iShares 20+ Year Treasury Bond ETF at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in TLT. Divergent Wealth Advisors boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 1.1% in the 3rd quarter. Divergent Wealth Advisors now owns 10,869 shares of the exchange traded fund’s stock valued at $1,066,000 after buying an additional 117 shares during the period. Goelzer Investment Management Inc. boosted its stake in iShares 20+ Year Treasury Bond ETF by 1.0% in the third quarter. Goelzer Investment Management Inc. now owns 15,186 shares of the exchange traded fund’s stock valued at $1,490,000 after acquiring an additional 143 shares during the period. Pinnacle Family Advisors LLC grew its holdings in shares of iShares 20+ Year Treasury Bond ETF by 6.3% during the third 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 during the last quarter. Claro Advisors LLC raised its position in shares of 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 worth $1,428,000 after purchasing an additional 149 shares during the period. Finally, Empirical Asset Management LLC lifted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 2.5% in the 3rd quarter. Empirical Asset Management LLC now owns 6,220 shares of the exchange traded fund’s stock worth $610,000 after purchasing an additional 152 shares during the last quarter. Institutional investors own 73.32% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Price Performance

Shares of TLT opened at $88.18 on Wednesday. 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 fifty day moving average price of $89.26 and a 200 day moving average price of $93.29. The company has a market cap of $52.12 billion, a P/E ratio of -7.14 and a beta of 0.06.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Monday, December 23rd. Stockholders of record on Wednesday, December 18th were given a dividend of $0.351 per share. The ex-dividend date was Wednesday, December 18th. This represents a $4.21 annualized dividend and a dividend yield of 4.78%. This is a positive change from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.31.

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.