Wells Financial Advisors INC Has $307,000 Stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Wells Financial Advisors INC increased its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 89.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,520 shares of the exchange traded fund’s stock after purchasing an additional 1,663 shares during the period. Wells Financial Advisors INC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $307,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in TLT. Hollencrest Capital Management lifted its position in iShares 20+ Year Treasury Bond ETF by 0.9% during the fourth quarter. Hollencrest Capital Management now owns 14,419 shares of the exchange traded fund’s stock worth $1,259,000 after purchasing an additional 122 shares during the period. New Republic Capital LLC raised its position in shares of iShares 20+ Year Treasury Bond ETF by 12.2% in the 4th quarter. New Republic Capital LLC now owns 1,289 shares of the exchange traded fund’s stock valued at $113,000 after buying an additional 140 shares in the last quarter. Pinnacle Family Advisors LLC lifted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 6.3% during the 3rd quarter. Pinnacle Family Advisors LLC now owns 2,472 shares of the exchange traded fund’s stock worth $242,000 after acquiring an additional 147 shares during the period. Claro Advisors LLC boosted 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 acquiring an additional 149 shares in the last quarter. Finally, Latko Wealth Management Ltd. increased its stake in iShares 20+ Year Treasury Bond ETF by 4.3% in the fourth quarter. Latko Wealth Management Ltd. now owns 3,659 shares of the exchange traded fund’s stock valued at $320,000 after acquiring an additional 150 shares during the last quarter. 73.32% of the stock is currently owned by institutional investors.

iShares 20+ Year Treasury Bond ETF Price Performance

NASDAQ TLT opened at $89.76 on Wednesday. The business has a fifty day moving average price of $89.36 and a two-hundred day moving average price of $91.51. The stock has a market capitalization of $54.56 billion, a PE ratio of -7.21 and a beta of 0.06. iShares 20+ Year Treasury Bond ETF has a fifty-two week low of $84.89 and a fifty-two week high of $101.64.

iShares 20+ Year Treasury Bond ETF Cuts Dividend

The firm also recently announced a dividend, which was paid on Thursday, March 6th. Shareholders of record on Monday, March 3rd were given a $0.2898 dividend. The ex-dividend date of this dividend was Monday, March 3rd.

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.