Refined Wealth Management Has $7.91 Million Position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Refined Wealth Management grew its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 5.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 83,645 shares of the exchange traded fund’s stock after purchasing an additional 4,616 shares during the period. iShares 20+ Year Treasury Bond ETF makes up 5.8% of Refined Wealth Management’s portfolio, making the stock its 7th biggest holding. Refined Wealth Management’s holdings in iShares 20+ Year Treasury Bond ETF were worth $7,914,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Morgan Stanley boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 19.7% in the third quarter. Morgan Stanley now owns 39,464,377 shares of the exchange traded fund’s stock worth $3,500,096,000 after buying an additional 6,505,853 shares during the period. Rafferty Asset Management LLC boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 134.1% in the fourth quarter. Rafferty Asset Management LLC now owns 36,566,862 shares of the exchange traded fund’s stock worth $3,615,731,000 after buying an additional 20,946,006 shares during the period. Envestnet Asset Management Inc. boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 6.8% in the fourth quarter. Envestnet Asset Management Inc. now owns 17,210,704 shares of the exchange traded fund’s stock worth $1,701,794,000 after buying an additional 1,090,199 shares during the period. TD Asset Management Inc boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 26.2% during the fourth quarter. TD Asset Management Inc now owns 9,739,457 shares of the exchange traded fund’s stock worth $963,038,000 after purchasing an additional 2,023,240 shares during the period. Finally, Assetmark Inc. boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF by 3,761.2% during the fourth quarter. Assetmark Inc. now owns 4,497,876 shares of the exchange traded fund’s stock worth $444,750,000 after purchasing an additional 4,381,387 shares during the period. Institutional investors own 73.32% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Stock Performance

Shares of TLT stock traded up $0.70 during trading on Tuesday, hitting $90.61. 34,194,467 shares of the company were exchanged, compared to its average volume of 40,703,191. The firm has a market capitalization of $46.29 billion, a price-to-earnings ratio of -7.14 and a beta of 0.06. The business’s 50-day simple moving average is $91.37 and its 200 day simple moving average is $93.37. iShares 20+ Year Treasury Bond ETF has a twelve month low of $82.42 and a twelve month high of $103.25.

iShares 20+ Year Treasury Bond ETF Announces Dividend

The business also recently declared a monthly dividend, which will be paid on Friday, July 5th. Investors of record on Monday, July 1st will be issued a dividend of $0.2911 per share. This represents a $3.49 annualized dividend and a dividend yield of 3.86%. The ex-dividend date of this dividend is Monday, July 1st.

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.