LWM Advisory Services LLC Has $365,000 Stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

LWM Advisory Services LLC increased its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 831.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,706 shares of the company’s stock after purchasing an additional 3,308 shares during the quarter. LWM Advisory Services LLC’s holdings in iShares 0-5 Year TIPS Bond ETF were worth $365,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of STIP. North Star Investment Management Corp. raised its position in shares of iShares 0-5 Year TIPS Bond ETF by 153.0% in the 4th quarter. North Star Investment Management Corp. now owns 253 shares of the company’s stock worth $25,000 after acquiring an additional 153 shares in the last quarter. Farmers & Merchants Investments Inc. bought a new stake in iShares 0-5 Year TIPS Bond ETF in the third quarter worth approximately $26,000. Delos Wealth Advisors LLC bought a new stake in iShares 0-5 Year TIPS Bond ETF in the third quarter worth approximately $29,000. Tennessee Valley Asset Management Partners acquired a new position in iShares 0-5 Year TIPS Bond ETF in the fourth quarter valued at approximately $30,000. Finally, Sound Income Strategies LLC boosted its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 245.7% during the 4th quarter. Sound Income Strategies LLC now owns 363 shares of the company’s stock worth $36,000 after buying an additional 258 shares in the last quarter.

iShares 0-5 Year TIPS Bond ETF Price Performance

Shares of NYSEARCA STIP traded up $0.18 during trading on Monday, hitting $99.38. 293,451 shares of the company traded hands, compared to its average volume of 534,981. The business’s fifty day moving average is $99.13 and its 200 day moving average is $98.39. iShares 0-5 Year TIPS Bond ETF has a fifty-two week low of $96.27 and a fifty-two week high of $99.52.

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.