LVW Advisors LLC Raises Holdings in iShares 0-5 Year TIPS Bond ETF $STIP

LVW Advisors LLC boosted its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 2.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 401,915 shares of the company’s stock after purchasing an additional 10,770 shares during the period. iShares 0-5 Year TIPS Bond ETF comprises 4.2% of LVW Advisors LLC’s holdings, making the stock its 5th largest position. LVW Advisors LLC owned approximately 0.32% of iShares 0-5 Year TIPS Bond ETF worth $41,542,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in STIP. Roundview Capital LLC increased its stake in iShares 0-5 Year TIPS Bond ETF by 18.0% in the second quarter. Roundview Capital LLC now owns 18,507 shares of the company’s stock valued at $1,905,000 after acquiring an additional 2,819 shares during the last quarter. Carr Financial Group Corp boosted its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 64.6% in the 3rd quarter. Carr Financial Group Corp now owns 23,947 shares of the company’s stock worth $2,475,000 after purchasing an additional 9,402 shares in the last quarter. SCS Capital Management LLC increased its position in shares of iShares 0-5 Year TIPS Bond ETF by 2.7% during the 2nd quarter. SCS Capital Management LLC now owns 508,917 shares of the company’s stock valued at $52,373,000 after purchasing an additional 13,149 shares during the last quarter. B. Riley Wealth Advisors Inc. bought a new position in shares of iShares 0-5 Year TIPS Bond ETF during the 2nd quarter valued at about $6,278,000. Finally, Cerity Partners LLC raised its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 10.4% during the 2nd quarter. Cerity Partners LLC now owns 598,673 shares of the company’s stock valued at $61,432,000 after buying an additional 56,215 shares in the last quarter.

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

Shares of STIP opened at $102.41 on Tuesday. iShares 0-5 Year TIPS Bond ETF has a 1 year low of $100.49 and a 1 year high of $103.93. The stock has a 50 day simple moving average of $102.85 and a two-hundred day simple moving average of $103.00.

iShares 0-5 Year TIPS Bond ETF 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.