iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) is LVW Advisors LLC’s 4th Largest Position

LVW Advisors LLC raised its stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 7.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 380,738 shares of the company’s stock after purchasing an additional 26,413 shares during the period. iShares 0-5 Year TIPS Bond ETF accounts for approximately 4.6% of LVW Advisors LLC’s investment portfolio, making the stock its 4th largest holding. LVW Advisors LLC owned about 0.47% of iShares 0-5 Year TIPS Bond ETF worth $38,302,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in STIP. JPMorgan Chase & Co. raised its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 1.3% in the third quarter. JPMorgan Chase & Co. now owns 512,440 shares of the company’s stock worth $51,920,000 after buying an additional 6,480 shares during the last quarter. IHT Wealth Management LLC lifted its stake in iShares 0-5 Year TIPS Bond ETF by 79.3% during the 3rd quarter. IHT Wealth Management LLC now owns 15,932 shares of the company’s stock valued at $1,615,000 after acquiring an additional 7,048 shares during the period. Greenline Partners LLC boosted its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 2.6% in the 2nd quarter. Greenline Partners LLC now owns 213,550 shares of the company’s stock valued at $21,139,000 after acquiring an additional 5,408 shares during the last quarter. Lutz Financial Services LLC increased its stake in shares of iShares 0-5 Year TIPS Bond ETF by 29.2% in the third quarter. Lutz Financial Services LLC now owns 54,087 shares of the company’s stock worth $5,480,000 after acquiring an additional 12,210 shares during the period. Finally, Evanson Asset Management LLC raised its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 9.0% during the third quarter. Evanson Asset Management LLC now owns 2,241 shares of the company’s stock worth $227,000 after purchasing an additional 185 shares during the last quarter.

iShares 0-5 Year TIPS Bond ETF Trading Down 0.0 %

NYSEARCA STIP opened at $101.15 on Monday. iShares 0-5 Year TIPS Bond ETF has a fifty-two week low of $98.36 and a fifty-two week high of $101.52. The stock has a 50-day simple moving average of $100.74 and a two-hundred day simple moving average of $100.53.

iShares 0-5 Year TIPS Bond ETF Company Profile

The iShares 0-5 Year TIPS Bond ETF (STIP) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of US Treasury Inflation-Protected Securities (TIPS) with a remaining maturity of less than 5 years. STIP was launched on Dec 1, 2010 and is managed by BlackRock.