iShares 0-5 Year TIPS Bond ETF $STIP is Wealthcare Capital Management LLC’s 3rd Largest Position

Wealthcare Capital Management LLC lifted its position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 3.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 804,088 shares of the company’s stock after buying an additional 28,952 shares during the period. iShares 0-5 Year TIPS Bond ETF makes up about 8.7% of Wealthcare Capital Management LLC’s investment portfolio, making the stock its 3rd biggest position. Wealthcare Capital Management LLC owned approximately 0.67% of iShares 0-5 Year TIPS Bond ETF worth $82,749,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Ridgewood Investments LLC grew its stake in shares of iShares 0-5 Year TIPS Bond ETF by 88.5% during the 1st quarter. Ridgewood Investments LLC now owns 1,542 shares of the company’s stock valued at $160,000 after purchasing an additional 724 shares during the period. Lutz Financial Services LLC increased its position in iShares 0-5 Year TIPS Bond ETF by 10.0% in the first quarter. Lutz Financial Services LLC now owns 65,429 shares of the company’s stock worth $6,770,000 after buying an additional 5,943 shares in the last quarter. J.W. Cole Advisors Inc. boosted its position in shares of iShares 0-5 Year TIPS Bond ETF by 35.9% in the first quarter. J.W. Cole Advisors Inc. now owns 11,508 shares of the company’s stock worth $1,191,000 after purchasing an additional 3,043 shares during the period. Wealth Enhancement Advisory Services LLC increased its stake in iShares 0-5 Year TIPS Bond ETF by 6.0% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 226,878 shares of the company’s stock worth $23,475,000 after buying an additional 12,766 shares in the last quarter. Finally, Janney Montgomery Scott LLC lifted its position in shares of iShares 0-5 Year TIPS Bond ETF by 5.6% in the first quarter. Janney Montgomery Scott LLC now owns 6,217 shares of the company’s stock valued at $643,000 after acquiring an additional 331 shares in the last quarter.

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

NYSEARCA:STIP opened at $103.15 on Friday. The stock has a 50-day moving average price of $103.31 and a 200 day moving average price of $102.88. iShares 0-5 Year TIPS Bond ETF has a 12-month low of $100.13 and a 12-month high of $103.93.

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.