iShares 0-5 Year TIPS Bond ETF $STIP Holdings Boosted by Beacon Financial Advisory LLC

Beacon Financial Advisory LLC increased its stake in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 23.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,376 shares of the company’s stock after buying an additional 1,034 shares during the quarter. Beacon Financial Advisory LLC’s holdings in iShares 0-5 Year TIPS Bond ETF were worth $553,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in STIP. Ridgewood Investments LLC increased its position in shares of iShares 0-5 Year TIPS Bond ETF by 88.5% during the 1st quarter. Ridgewood Investments LLC now owns 1,542 shares of the company’s stock valued at $160,000 after purchasing an additional 724 shares during the period. Lutz Financial Services LLC lifted its holdings in iShares 0-5 Year TIPS Bond ETF by 10.0% in the 1st quarter. Lutz Financial Services LLC now owns 65,429 shares of the company’s stock valued at $6,770,000 after acquiring an additional 5,943 shares during the last quarter. J.W. Cole Advisors Inc. boosted its position in shares of iShares 0-5 Year TIPS Bond ETF by 35.9% during the 1st quarter. J.W. Cole Advisors Inc. now owns 11,508 shares of the company’s stock valued at $1,191,000 after purchasing an additional 3,043 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its stake in shares of iShares 0-5 Year TIPS Bond ETF by 6.0% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 226,878 shares of the company’s stock worth $23,475,000 after purchasing an additional 12,766 shares during the last quarter. Finally, Janney Montgomery Scott LLC raised its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 5.6% in the 1st quarter. Janney Montgomery Scott LLC now owns 6,217 shares of the company’s stock worth $643,000 after purchasing an additional 331 shares in the last quarter.

iShares 0-5 Year TIPS Bond ETF Price Performance

STIP stock opened at $103.15 on Monday. iShares 0-5 Year TIPS Bond ETF has a 12 month low of $100.13 and a 12 month high of $103.93. The firm has a 50 day simple moving average of $103.31 and a 200 day simple moving average of $102.88.

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.