Beacon Financial Advisory LLC Has $494,000 Position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

Beacon Financial Advisory LLC cut its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 3.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,907 shares of the company’s stock after selling 151 shares during the quarter. Beacon Financial Advisory LLC’s holdings in iShares 0-5 Year TIPS Bond ETF were worth $494,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. lifted its stake in shares of iShares 0-5 Year TIPS Bond ETF by 1.3% in the 3rd quarter. JPMorgan Chase & Co. now owns 512,440 shares of the company’s stock valued at $51,920,000 after purchasing an additional 6,480 shares during the last quarter. IHT Wealth Management LLC raised its holdings in iShares 0-5 Year TIPS Bond ETF by 79.3% during the third quarter. IHT Wealth Management LLC now owns 15,932 shares of the company’s stock valued at $1,615,000 after buying an additional 7,048 shares in the last quarter. First United Bank & Trust lifted its position in shares of iShares 0-5 Year TIPS Bond ETF by 19.2% in the fourth quarter. First United Bank & Trust now owns 1,914 shares of the company’s stock worth $193,000 after buying an additional 308 shares during the last quarter. Lutz Financial Services LLC boosted its stake in shares of iShares 0-5 Year TIPS Bond ETF by 29.2% during the 3rd quarter. Lutz Financial Services LLC now owns 54,087 shares of the company’s stock worth $5,480,000 after acquiring an additional 12,210 shares in the last quarter. Finally, Quotient Wealth Partners LLC increased its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 2.7% during the 3rd quarter. Quotient Wealth Partners LLC now owns 421,365 shares of the company’s stock valued at $42,693,000 after acquiring an additional 11,222 shares during the last quarter.

iShares 0-5 Year TIPS Bond ETF Stock Performance

STIP opened at $101.65 on Friday. iShares 0-5 Year TIPS Bond ETF has a twelve month low of $98.36 and a twelve month high of $101.81. The business has a 50 day moving average price of $100.91 and a 200 day moving average price of $100.70.

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.