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

Lutz Financial Services LLC boosted its stake in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 7.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 89,402 shares of the company’s stock after purchasing an additional 6,019 shares during the quarter. Lutz Financial Services LLC owned about 0.06% of iShares 0-5 Year TIPS Bond ETF worth $9,247,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Ritholtz Wealth Management boosted its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 6.8% during the 1st quarter. Ritholtz Wealth Management now owns 2,409,803 shares of the company’s stock worth $249,246,000 after buying an additional 153,948 shares during the period. Modera Wealth Management LLC lifted its position in iShares 0-5 Year TIPS Bond ETF by 6.7% during the fourth quarter. Modera Wealth Management LLC now owns 2,279,268 shares of the company’s stock worth $233,374,000 after acquiring an additional 142,348 shares during the last quarter. Bank of America Corp DE lifted its position in iShares 0-5 Year TIPS Bond ETF by 8.7% during the third quarter. Bank of America Corp DE now owns 1,755,257 shares of the company’s stock worth $181,423,000 after acquiring an additional 140,223 shares during the last quarter. Wealthcare Advisory Partners LLC lifted its position in iShares 0-5 Year TIPS Bond ETF by 8.1% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 1,148,502 shares of the company’s stock worth $117,595,000 after acquiring an additional 86,535 shares during the last quarter. Finally, O Shaughnessy Asset Management LLC boosted its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 4.1% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 1,119,136 shares of the company’s stock worth $114,588,000 after acquiring an additional 43,725 shares during the period.

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

iShares 0-5 Year TIPS Bond ETF stock opened at $101.29 on Tuesday. iShares 0-5 Year TIPS Bond ETF has a 12 month low of $101.11 and a 12 month high of $104.16. The stock’s 50 day moving average is $102.55 and its 200-day moving average is $102.89.

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.