Cwm LLC Increases Investments in iShares 7-10 Year Treasury Bond ETF

Cwm LLC has significantly boosted its ownership in the iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) by 109.5% during the third quarter, as detailed in the latest filing with the Securities and Exchange Commission. After acquiring an additional 70,696 shares, Cwm LLC now holds a total of 135,281 shares in the fund, which had an estimated value of around $13,274,000 at the time of the recent filing.

In addition to Cwm LLC's activity, several other institutional investors have also adjusted their stakes in the iShares 7-10 Year Treasury Bond ETF. For instance, Cerity Partners OCIO LLC entered a new position in the ETF during the second quarter, investing approximately $225,675,000. Ameriprise Financial Inc. increased its stake by 10.6% during the same period, bringing its total holdings to 11,330,200 shares valued at about $1,060,398,000 after acquiring an extra 1,082,837 shares.

Other notable changes include GLOBALT Investments LLC GA, which started a new investment worth about $92,585,000 in the fourth quarter. Captrust Financial Advisors increased its stake by 11.8% in the first quarter, now holding 6,292,590 shares valued at $595,656,000 after investing an additional 662,293 shares. Likewise, Envestnet Asset Management Inc. expanded its holdings by 5.0% in the second quarter and currently owns 12,943,561 shares worth approximately $1,212,164,000 after buying an additional 610,635 shares. In total, it has been reported that 81.48% of the ETF's stock is owned by hedge funds and other institutional investors.

Performance of iShares 7-10 Year Treasury Bond ETF

As of the last trading session, iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) opened at a price of $95.86. Over the past year, the ETF has experienced a low of $88.86 and a high of $99.18. The fund boasts a market capitalization of approximately $33.21 billion and has a price-to-earnings ratio of -21.67, with a beta value of 0.05. The stock's recent averages include a 50-day moving average of $97.61 and a 200-day moving average of $94.91.

Recent Dividend Announcement for iShares 7-10 Year Treasury Bond ETF

Recently, the iShares 7-10 Year Treasury Bond ETF declared a dividend which was distributed on September 6th. Shareholders who were on the record by September 3rd received a dividend payout of $0.2882. The ex-dividend date was also set for September 3rd.

Company Overview of iShares 7-10 Year Treasury Bond ETF

The iShares 7-10 Year Treasury Bond ETF is an exchange-traded fund that aims to replicate the performance of an index comprising U.S. Treasury bonds with maturities ranging from seven to ten years. This ETF seeks to track the investment returns associated with the Barclays U.S. Treasury 7-10 Year Bond Index.

investment, ETF, funds