Kelman Lazarov Inc. Raises Stock Position in iShares 0-5 Year TIPS Bond ETF $STIP

Kelman Lazarov Inc. grew its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 1.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 266,709 shares of the company’s stock after buying an additional 3,303 shares during the quarter. iShares 0-5 Year TIPS Bond ETF makes up 4.4% of Kelman Lazarov Inc.’s portfolio, making the stock its 6th largest position. Kelman Lazarov Inc. owned about 0.22% of iShares 0-5 Year TIPS Bond ETF worth $27,447,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Ritholtz Wealth Management lifted its position in iShares 0-5 Year TIPS Bond ETF by 13.9% during the 2nd quarter. Ritholtz Wealth Management now owns 2,024,720 shares of the company’s stock worth $208,364,000 after buying an additional 247,269 shares in the last quarter. Modera Wealth Management LLC lifted its position in iShares 0-5 Year TIPS Bond ETF by 3.3% during the 1st quarter. Modera Wealth Management LLC now owns 1,957,487 shares of the company’s stock worth $202,541,000 after buying an additional 63,214 shares in the last quarter. LPL Financial LLC raised its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 4.3% in the 1st quarter. LPL Financial LLC now owns 1,604,696 shares of the company’s stock valued at $166,038,000 after purchasing an additional 65,726 shares during the period. Wealthcare Advisory Partners LLC raised its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 9.6% in the 2nd quarter. Wealthcare Advisory Partners LLC now owns 1,023,587 shares of the company’s stock valued at $105,337,000 after purchasing an additional 89,905 shares during the period. Finally, Partners Capital Investment Group LLP raised its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 51.9% in the 1st quarter. Partners Capital Investment Group LLP now owns 994,985 shares of the company’s stock valued at $102,951,000 after purchasing an additional 340,117 shares during the period.

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

Shares of STIP stock opened at $103.45 on Friday. The firm’s 50-day moving average is $103.39 and its 200-day moving average is $102.90. iShares 0-5 Year TIPS Bond ETF has a 52-week low of $100.13 and a 52-week 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.