Fermata Advisors LLC Raises Position in iShares 20+ Year Treasury Bond ETF $TLT

Fermata Advisors LLC lifted its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 15.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 86,025 shares of the exchange traded fund’s stock after buying an additional 11,504 shares during the period. iShares 20+ Year Treasury Bond ETF comprises about 1.8% of Fermata Advisors LLC’s portfolio, making the stock its 9th biggest holding. Fermata Advisors LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $7,498,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. JPMorgan Chase & Co. boosted its stake in iShares 20+ Year Treasury Bond ETF by 84.9% in the second quarter. JPMorgan Chase & Co. now owns 7,909,435 shares of the exchange traded fund’s stock valued at $698,008,000 after buying an additional 3,632,572 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in iShares 20+ Year Treasury Bond ETF by 6.6% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 40,525,707 shares of the exchange traded fund’s stock worth $3,576,394,000 after acquiring an additional 2,508,650 shares in the last quarter. Assetmark Inc. raised its stake in iShares 20+ Year Treasury Bond ETF by 652.3% during the third quarter. Assetmark Inc. now owns 1,628,189 shares of the exchange traded fund’s stock worth $145,511,000 after acquiring an additional 1,411,767 shares in the last quarter. Cibc World Market Inc. lifted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 429.3% in the third quarter. Cibc World Market Inc. now owns 1,490,621 shares of the exchange traded fund’s stock worth $133,217,000 after acquiring an additional 1,208,976 shares during the last quarter. Finally, Prudential PLC lifted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 104.9% in the third quarter. Prudential PLC now owns 1,046,620 shares of the exchange traded fund’s stock worth $93,536,000 after acquiring an additional 535,870 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

iShares 20+ Year Treasury Bond ETF Trading Down 1.9%

TLT opened at $85.83 on Friday. The company has a market cap of $44.54 billion, a P/E ratio of -6.75 and a beta of 0.53. The company’s 50 day moving average is $88.22 and its 200-day moving average is $88.87. iShares 20+ Year Treasury Bond ETF has a 1-year low of $83.29 and a 1-year high of $94.09.

iShares 20+ Year Treasury Bond ETF Cuts Dividend

The business also recently disclosed a monthly dividend, which was paid on Thursday, March 5th. Investors of record on Monday, March 2nd were paid a $0.3006 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) annualized dividend and a yield of 4.2%.

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.