DKM Wealth Management Inc. Lowers Holdings in iShares 20+ Year Treasury Bond ETF $TLT

Posted by Defense World Staff on Mar 25th, 2026

DKM Wealth Management Inc. lessened its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 33.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,970 shares of the exchange traded fund’s stock after selling 7,592 shares during the quarter. iShares 20+ Year Treasury Bond ETF accounts for approximately 1.0% of DKM Wealth Management Inc.’s holdings, making the stock its 17th biggest position. DKM Wealth Management Inc.’s holdings in iShares 20+ Year Treasury Bond ETF were worth $1,305,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Cary Street Partners Investment Advisory LLC lifted its stake in iShares 20+ Year Treasury Bond ETF by 130.9% during the 2nd quarter. Cary Street Partners Investment Advisory LLC now owns 284 shares of the exchange traded fund’s stock valued at $25,000 after acquiring an additional 161 shares during the period. Greykasell Wealth Strategies Inc. bought a new stake in shares of iShares 20+ Year Treasury Bond ETF in the third quarter worth approximately $27,000. Strategic Investment Advisors MI bought a new stake in shares of iShares 20+ Year Treasury Bond ETF in the third quarter worth approximately $27,000. Smartleaf Asset Management LLC purchased a new position in shares of iShares 20+ Year Treasury Bond ETF during the third quarter valued at approximately $33,000. Finally, First Command Advisory Services Inc. purchased a new position in shares of iShares 20+ Year Treasury Bond ETF during the third quarter valued at approximately $33,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

iShares 20+ Year Treasury Bond ETF Trading Down 0.4%

Shares of TLT opened at $86.01 on Wednesday. The firm has a fifty day simple moving average of $88.16 and a two-hundred day simple moving average of $88.86. The firm has a market cap of $44.63 billion, a PE ratio of -6.75 and a beta of 0.53. 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 company also recently disclosed a monthly dividend, which was paid on Thursday, March 5th. Investors of record on Monday, March 2nd were given a dividend of $0.3006 per share. This represents a c) dividend on an annualized basis and a yield of 4.2%. The ex-dividend date was Monday, March 2nd.

About iShares 20+ Year Treasury Bond ETF

(Free Report)

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.