Shared Vision Wealth Group LLC Reduces Stock Holdings in iShares 0-5 Year TIPS Bond ETF $STIP

Shared Vision Wealth Group LLC decreased its position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 76.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,246 shares of the company’s stock after selling 10,673 shares during the period. Shared Vision Wealth Group LLC’s holdings in iShares 0-5 Year TIPS Bond ETF were worth $333,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of STIP. EverSource Wealth Advisors LLC lifted its stake in iShares 0-5 Year TIPS Bond ETF by 39.3% in the second quarter. EverSource Wealth Advisors LLC now owns 436 shares of the company’s stock valued at $45,000 after purchasing an additional 123 shares during the last quarter. State Street Corp lifted its stake in iShares 0-5 Year TIPS Bond ETF by 0.5% in the second quarter. State Street Corp now owns 641,945 shares of the company’s stock valued at $66,063,000 after purchasing an additional 3,063 shares during the last quarter. Vivaldi Capital Management LP purchased a new position in iShares 0-5 Year TIPS Bond ETF in the second quarter valued at approximately $285,000. Diversify Advisory Services LLC lifted its stake in iShares 0-5 Year TIPS Bond ETF by 14.6% in the second quarter. Diversify Advisory Services LLC now owns 6,496 shares of the company’s stock valued at $669,000 after purchasing an additional 830 shares during the last quarter. Finally, Raymond James Financial Inc. lifted its stake in iShares 0-5 Year TIPS Bond ETF by 24.8% in the second quarter. Raymond James Financial Inc. now owns 609,857 shares of the company’s stock valued at $62,760,000 after purchasing an additional 121,311 shares during the last quarter.

iShares 0-5 Year TIPS Bond ETF Trading Down 0.2%

iShares 0-5 Year TIPS Bond ETF stock opened at $102.28 on Friday. iShares 0-5 Year TIPS Bond ETF has a 12 month low of $101.98 and a 12 month high of $104.16. The business’s 50 day simple moving average is $103.45 and its 200 day simple moving average is $103.05.

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.