Sharkey Howes & Javer Has $7.32 Million Stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Sharkey Howes & Javer decreased its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 6.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 83,819 shares of the exchange traded fund’s stock after selling 6,154 shares during the period. iShares 20+ Year Treasury Bond ETF accounts for 1.0% of Sharkey Howes & Javer’s investment portfolio, making the stock its 21st biggest holding. Sharkey Howes & Javer’s holdings in iShares 20+ Year Treasury Bond ETF were worth $7,320,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Independence Bank of Kentucky acquired a new position in iShares 20+ Year Treasury Bond ETF during the 4th quarter worth $26,000. Richardson Financial Services Inc. bought a new position in shares of iShares 20+ Year Treasury Bond ETF during the 4th quarter worth about $30,000. New Wave Wealth Advisors LLC bought a new position in shares of iShares 20+ Year Treasury Bond ETF during the 4th quarter worth about $32,000. Van ECK Associates Corp increased its holdings in shares of iShares 20+ Year Treasury Bond ETF by 82.4% during the 4th quarter. Van ECK Associates Corp now owns 394 shares of the exchange traded fund’s stock worth $34,000 after purchasing an additional 178 shares during the period. Finally, West Branch Capital LLC increased its holdings in shares of iShares 20+ Year Treasury Bond ETF by 94.9% during the 4th quarter. West Branch Capital LLC now owns 417 shares of the exchange traded fund’s stock worth $36,000 after purchasing an additional 203 shares during the period. Institutional investors and hedge funds own 73.32% of the company’s stock.

iShares 20+ Year Treasury Bond ETF Stock Performance

NASDAQ:TLT opened at $92.39 on Friday. The firm’s 50-day moving average is $88.07 and its 200-day moving average is $92.43. iShares 20+ Year Treasury Bond ETF has a 52-week low of $84.89 and a 52-week high of $101.64. The company has a market cap of $55.06 billion, a price-to-earnings ratio of -7.34 and a beta of 0.36.

iShares 20+ Year Treasury Bond ETF Cuts Dividend

The business also recently disclosed a dividend, which was paid on Thursday, February 6th. Stockholders of record on Monday, February 3rd were issued a dividend of $0.3123 per share. The ex-dividend date of this dividend was Monday, February 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.