Investors added $11.85 billion to the iShares 20+ Year Treasury Bond ETF (TLT) from July through mid-October, including a record $5.3 billion in August, per Dow Jones Market Data reported by Barron's. TLT shares are still down about 5% this year and roughly 9% over 12 months, while its 30-day SEC yield has reached 5.4%, which the article says gives holders a buffer against further losses. The 10-year yield hit a one-year high of 5.3% on October 5, while the 30-year yield eased from 5.6% on October 9 to 5.4% on October 16. With effective duration near 15 years, the 5.4% yield offsets about 36 basis points of yield increase over a year, and a drop in the 30-year yield to 5% would add roughly 6% to the price before income.
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