Silverleafe Capital Partners LLC Decreases Holdings in iShares 7-10 Year Treasury Bond ETF

On January 6, 2025, it was reported that Silverleafe Capital Partners LLC has reduced its stake in the iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF) by 54.3% in the fourth quarter of the previous year. According to its most recent filing with the Securities and Exchange Commission (SEC), the firm now holds 25,826 shares of the ETF after divesting 30,643 shares during that quarter. The iShares 7-10 Year Treasury Bond ETF represents 0.8% of Silverleafe Capital Partners LLC's portfolio, making it their 27th largest holding. At the time of the filing, the holdings in this ETF were valued at approximately $2.39 million.

Several other institutional investors have also recently made changes to their positions in iShares 7-10 Year Treasury Bond ETF. For instance, PSI Advisors LLC increased its holdings by 20% in the third quarter, acquiring 109 additional shares to bring its total to 653 shares, worth about $64,000. Similarly, J. W. Coons Advisors LLC raised its position by 1%, now holding 13,239 shares valued at approximately $1.3 million following a purchase of 135 shares. Drive Wealth Management LLC and SignalPoint Asset Management LLC also saw growth in their positions by 3% and 0.9%, respectively. Finally, Rakuten Securities Inc. significantly increased its stake by 45.1% by purchasing an additional 153 shares, bringing its total to 492 shares, valued at roughly $48,000. In total, institutional investors hold approximately 81.48% of the ETF's shares.

Current Stock Performance of iShares 7-10 Year Treasury Bond ETF

As for the performance of iShares 7-10 Year Treasury Bond ETF, shares traded down by $0.15, settling at $92.20 during trading on Monday. In total, 1,991,538 shares changed hands, which compares to the average trading volume of about 3,246,924 shares. The 50-day moving average stands at $93.72, while the 200-day moving average is at $95.40. The market capitalization of the ETF is approximately $31.32 billion, and it reports a price-to-earnings ratio of -21.67 with a beta of 0.05. Over the past year, the ETF has reached a low of $91.02 and a high of $99.18.

Dividend Announcement

On a positive note, iShares 7-10 Year Treasury Bond ETF recently announced an increase in its monthly dividend. This dividend was paid on December 23, 2024, to shareholders recorded on December 18, 2024, amounting to $0.3075. The ex-dividend date was also December 18. This marks a raise from the previous monthly dividend of $0.29, resulting in an annualized dividend of $3.69, which corresponds to a yield of 4.00%.

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 track the investment results of an index composed primarily of U.S. Treasury bonds with remaining maturities between seven and ten years. The fund generally seeks to replicate the performance of the Barclays U.S. Treasury 7-10 Year Bond Index.

Silverleafe, Investments, Finance