iShares 0-5 Year TIPS Bond ETF $STIP is Ritholtz Wealth Management’s 3rd Largest Position

Ritholtz Wealth Management raised its position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 6.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,409,803 shares of the company’s stock after acquiring an additional 153,948 shares during the quarter. iShares 0-5 Year TIPS Bond ETF accounts for about 4.3% of Ritholtz Wealth Management’s investment portfolio, making the stock its 3rd largest holding. Ritholtz Wealth Management owned approximately 1.68% of iShares 0-5 Year TIPS Bond ETF worth $249,246,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in STIP. Blue Edge Capital LLC lifted its position in shares of iShares 0-5 Year TIPS Bond ETF by 2.4% during the third quarter. Blue Edge Capital LLC now owns 4,798 shares of the company’s stock worth $496,000 after purchasing an additional 112 shares in the last quarter. Parallel Advisors LLC grew its holdings in iShares 0-5 Year TIPS Bond ETF by 16.0% during the 3rd quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock valued at $84,000 after purchasing an additional 112 shares in the last quarter. BWM Planning LLC increased its stake in iShares 0-5 Year TIPS Bond ETF by 2.0% during the 4th quarter. BWM Planning LLC now owns 5,899 shares of the company’s stock worth $604,000 after buying an additional 118 shares during the period. Breakwater Capital Group increased its stake in iShares 0-5 Year TIPS Bond ETF by 0.4% during the 1st quarter. Breakwater Capital Group now owns 28,642 shares of the company’s stock worth $2,962,000 after buying an additional 120 shares during the period. Finally, Running Point Capital Advisors LLC lifted its holdings in iShares 0-5 Year TIPS Bond ETF by 36.9% in the 4th quarter. Running Point Capital Advisors LLC now owns 449 shares of the company’s stock worth $46,000 after buying an additional 121 shares in the last quarter.

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

Shares of STIP stock opened at $101.90 on Thursday. The company’s fifty day moving average price is $103.14 and its two-hundred day moving average price is $102.98. iShares 0-5 Year TIPS Bond ETF has a 12 month low of $101.83 and a 12 month high of $104.16.

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.