Lutz Financial Services LLC Has $9.25 Million Holdings in iShares 0-5 Year TIPS Bond ETF $STIP

Lutz Financial Services LLC lifted its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 7.2% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 89,402 shares of the company’s stock after acquiring an additional 6,019 shares during the period. Lutz Financial Services LLC’s holdings in iShares 0-5 Year TIPS Bond ETF were worth $9,247,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Parallel Advisors LLC raised its stake in iShares 0-5 Year TIPS Bond ETF by 16.0% in the 3rd quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock worth $84,000 after purchasing an additional 112 shares in the last quarter. BWM Planning LLC grew its position in shares of 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 purchasing an additional 118 shares in the last quarter. United Asset Strategies Inc. increased its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 1.8% during the first quarter. United Asset Strategies Inc. now owns 6,594 shares of the company’s stock worth $682,000 after purchasing an additional 119 shares during the period. Breakwater Capital Group increased its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 0.4% during the first quarter. Breakwater Capital Group now owns 28,642 shares of the company’s stock worth $2,962,000 after purchasing an additional 120 shares during the period. Finally, Running Point Capital Advisors LLC raised its position in shares of iShares 0-5 Year TIPS Bond ETF by 36.9% in the fourth quarter. Running Point Capital Advisors LLC now owns 449 shares of the company’s stock valued at $46,000 after buying an additional 121 shares in the last quarter.

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

Shares of STIP stock opened at $101.29 on Tuesday. The stock has a 50 day simple moving average of $102.55 and a 200 day simple moving average of $102.89. iShares 0-5 Year TIPS Bond ETF has a 1 year low of $101.11 and a 1 year 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.