Charter Oak Capital Management LLC Has $325,000 Holdings in iShares TIPS Bond ETF $TIP

Charter Oak Capital Management LLC increased its stake in shares of iShares TIPS Bond ETF (NYSEARCA:TIP) by 7.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,956 shares of the exchange traded fund’s stock after buying an additional 207 shares during the quarter. Charter Oak Capital Management LLC’s holdings in iShares TIPS Bond ETF were worth $325,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the stock. Grey Fox Wealth Advisors LLC raised its stake in iShares TIPS Bond ETF by 0.9% during the first quarter. Grey Fox Wealth Advisors LLC now owns 11,556 shares of the exchange traded fund’s stock worth $1,284,000 after acquiring an additional 98 shares in the last quarter. Tidal Investments LLC boosted its stake in shares of iShares TIPS Bond ETF by 0.7% in the 4th quarter. Tidal Investments LLC now owns 17,017 shares of the exchange traded fund’s stock valued at $1,813,000 after purchasing an additional 112 shares in the last quarter. Evexia Wealth LLC grew its holdings in shares of iShares TIPS Bond ETF by 2.9% in the 1st quarter. Evexia Wealth LLC now owns 4,056 shares of the exchange traded fund’s stock worth $443,000 after purchasing an additional 113 shares during the last quarter. Country Club Bank grew its holdings in shares of iShares TIPS Bond ETF by 4.2% in the 1st quarter. Country Club Bank now owns 2,942 shares of the exchange traded fund’s stock worth $326,000 after purchasing an additional 118 shares during the last quarter. Finally, CWC Advisors LLC. increased its position in shares of iShares TIPS Bond ETF by 1.4% during the 1st quarter. CWC Advisors LLC. now owns 8,962 shares of the exchange traded fund’s stock worth $996,000 after purchasing an additional 123 shares in the last quarter. 63.62% of the stock is currently owned by institutional investors.

iShares TIPS Bond ETF Stock Down 0.3%

Shares of TIP stock opened at $111.50 on Friday. The company has a market capitalization of $13.89 billion, a P/E ratio of 12.40 and a beta of 0.19. iShares TIPS Bond ETF has a 12-month low of $106.04 and a 12-month high of $112.26. The firm has a 50-day moving average price of $110.51 and a 200 day moving average price of $109.70.

iShares TIPS Bond ETF Company Profile

iShares TIPS Bond ETF (the Fund), formerly iShares Barclays Treasury Inflation Protected Securities Bond Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L) (the Index).