Icon Wealth Partners LLC Has $890,000 Stake in iShares 20+ Year Treasury Bond ETF (TLT)

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Icon Wealth Partners LLC grew its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) by 166.4% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,314 shares of the exchange traded fund’s stock after purchasing an additional 4,568 shares during the quarter. Icon Wealth Partners LLC’s holdings in iShares 20+ Year Treasury Bond ETF were worth $890,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. raised its holdings in shares of iShares 20+ Year Treasury Bond ETF by 532.1% during the second quarter. Riggs Asset Managment Co. Inc. now owns 885 shares of the exchange traded fund’s stock valued at $108,000 after acquiring an additional 745 shares in the last quarter. Lyons Wealth Management LLC. bought a new position in shares of iShares 20+ Year Treasury Bond ETF during the first quarter valued at approximately $131,000. Shamrock Asset Management LLC raised its holdings in shares of iShares 20+ Year Treasury Bond ETF by 78.9% during the first quarter. Shamrock Asset Management LLC now owns 1,252 shares of the exchange traded fund’s stock valued at $147,000 after acquiring an additional 552 shares in the last quarter. Arete Wealth Advisors LLC bought a new position in shares of iShares 20+ Year Treasury Bond ETF during the first quarter valued at approximately $201,000. Finally, Buckley Wealth Management LLC bought a new position in shares of iShares 20+ Year Treasury Bond ETF during the second quarter valued at approximately $241,000.

TLT opened at $119.68 on Wednesday. iShares 20+ Year Treasury Bond ETF has a 12-month low of $116.09 and a 12-month high of $129.57.

The company also recently disclosed a monthly dividend, which will be paid on Monday, September 10th. Shareholders of record on Wednesday, September 5th will be issued a $0.2723 dividend. This is an increase from iShares 20+ Year Treasury Bond ETF’s previous monthly dividend of $0.27. The ex-dividend date is Tuesday, September 4th. This represents a $3.27 dividend on an annualized basis and a yield of 2.73%.

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.

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Institutional Ownership by Quarter for iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

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