Topel & Distasi Wealth Management LLC Has $12.37 Million Stock Holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT)

Topel & Distasi Wealth Management LLC raised its position in iShares U.S. Treasury Bond ETF (BATS:GOVT) by 4.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 538,128 shares of the company’s stock after acquiring an additional 21,872 shares during the period. iShares U.S. Treasury Bond ETF makes up approximately 5.3% of Topel & Distasi Wealth Management LLC’s holdings, making the stock its 4th biggest holding. Topel & Distasi Wealth Management LLC’s holdings in iShares U.S. Treasury Bond ETF were worth $12,366,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Stratos Wealth Advisors LLC grew its stake in iShares U.S. Treasury Bond ETF by 1.6% during the 3rd quarter. Stratos Wealth Advisors LLC now owns 138,874 shares of the company’s stock valued at $3,257,000 after purchasing an additional 2,173 shares during the last quarter. Raymond James & Associates boosted its position in iShares U.S. Treasury Bond ETF by 40.5% in the third quarter. Raymond James & Associates now owns 577,572 shares of the company’s stock valued at $13,544,000 after buying an additional 166,466 shares during the last quarter. DMC Group LLC increased its holdings in iShares U.S. Treasury Bond ETF by 7.7% in the 3rd quarter. DMC Group LLC now owns 36,883 shares of the company’s stock worth $865,000 after buying an additional 2,652 shares during the period. Bernardo Wealth Planning LLC raised its position in iShares U.S. Treasury Bond ETF by 11.3% during the 3rd quarter. Bernardo Wealth Planning LLC now owns 615,788 shares of the company’s stock worth $14,172,000 after buying an additional 62,499 shares during the last quarter. Finally, Cyndeo Wealth Partners LLC lifted its stake in iShares U.S. Treasury Bond ETF by 8.6% during the 3rd quarter. Cyndeo Wealth Partners LLC now owns 64,012 shares of the company’s stock valued at $1,501,000 after acquiring an additional 5,053 shares during the period.

iShares U.S. Treasury Bond ETF Stock Performance

BATS:GOVT opened at $22.63 on Monday. The firm has a 50 day simple moving average of $22.54 and a two-hundred day simple moving average of $22.91.

iShares U.S. Treasury Bond ETF Increases Dividend

The business also recently announced a dividend, which was paid on Thursday, February 6th. Stockholders of record on Monday, February 3rd were paid a $0.0674 dividend. This is an increase from iShares U.S. Treasury Bond ETF’s previous dividend of $0.06. The ex-dividend date of this dividend was Monday, February 3rd.

iShares U.S. Treasury Bond ETF Profile

The iShares U.S. Treasury Bond ETF (GOVT) is an exchange-traded fund that is based on the ICE U.S. Treasury Core Bond index. The fund tracks a market-weighted index of fixed-rate nonconvertible U.S. Treasury securities with a remaining maturity of one year or more. GOVT was launched on Feb 14, 2012 and is managed by BlackRock.