Curtis Wealth Management LLC Takes Position in iShares 20+ Year Treasury Bond ETF $TLT

Curtis Wealth Management LLC purchased a new stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 74,263 shares of the exchange traded fund’s stock, valued at approximately $6,561,000. iShares 20+ Year Treasury Bond ETF comprises approximately 5.8% of Curtis Wealth Management LLC’s investment portfolio, making the stock its 3rd largest holding.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Strategic Investment Advisors MI bought a new position in shares of iShares 20+ Year Treasury Bond ETF in the 3rd quarter valued at $27,000. Smartleaf Asset Management LLC bought a new position in shares of iShares 20+ Year Treasury Bond ETF in the 3rd quarter valued at $33,000. Trust Co. of Vermont increased its stake in shares of iShares 20+ Year Treasury Bond ETF by 90.5% in the 4th quarter. Trust Co. of Vermont now owns 381 shares of the exchange traded fund’s stock valued at $33,000 after purchasing an additional 181 shares during the last quarter. Stone House Investment Management LLC increased its stake in shares of iShares 20+ Year Treasury Bond ETF by 1,066.7% in the 4th quarter. Stone House Investment Management LLC now owns 385 shares of the exchange traded fund’s stock valued at $34,000 after purchasing an additional 352 shares during the last quarter. Finally, KERR FINANCIAL PLANNING Corp bought a new position in shares of iShares 20+ Year Treasury Bond ETF in the 3rd quarter valued at $35,000. Institutional investors own 73.33% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Stock Performance

Shares of TLT opened at $85.06 on Friday. iShares 20+ Year Treasury Bond ETF has a 52-week low of $82.77 and a 52-week high of $92.18. The business’s fifty day moving average is $85.80 and its 200-day moving average is $87.37. The firm has a market cap of $42.33 billion, a price-to-earnings ratio of -6.75 and a beta of 0.52.

iShares 20+ Year Treasury Bond ETF Increases Dividend

The company also recently disclosed a monthly dividend, which was paid on Thursday, June 4th. Investors of record on Monday, June 1st were issued a dividend of $0.3358 per share. This is a positive change from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.32. The ex-dividend date of this dividend was Monday, June 1st. This represents a c) annualized dividend and a dividend yield of 4.7%.

iShares 20+ Year Treasury Bond ETF Company 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.