Discipline Wealth Solutions LLC Acquires 24,355 Shares of iShares 0-5 Year TIPS Bond ETF $STIP

Discipline Wealth Solutions LLC raised its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 25.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 120,138 shares of the company’s stock after buying an additional 24,355 shares during the quarter. iShares 0-5 Year TIPS Bond ETF comprises 1.3% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its 21st largest holding. Discipline Wealth Solutions LLC owned approximately 0.08% of iShares 0-5 Year TIPS Bond ETF worth $12,426,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of STIP. Blue Edge Capital LLC grew its stake in shares of iShares 0-5 Year TIPS Bond ETF by 2.4% in the third quarter. Blue Edge Capital LLC now owns 4,798 shares of the company’s stock worth $496,000 after acquiring an additional 112 shares during the last quarter. Parallel Advisors LLC raised its stake in iShares 0-5 Year TIPS Bond ETF by 16.0% during the 3rd quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock valued at $84,000 after purchasing an additional 112 shares during the last quarter. BWM Planning LLC boosted its holdings in iShares 0-5 Year TIPS Bond ETF by 2.0% in the 4th quarter. BWM Planning LLC now owns 5,899 shares of the company’s stock valued at $604,000 after purchasing an additional 118 shares during the period. Running Point Capital Advisors LLC boosted its holdings in iShares 0-5 Year TIPS Bond ETF by 36.9% in the 4th quarter. Running Point Capital Advisors LLC now owns 449 shares of the company’s stock valued at $46,000 after purchasing an additional 121 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its holdings in iShares 0-5 Year TIPS Bond ETF by 39.3% in the 2nd 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 period.

iShares 0-5 Year TIPS Bond ETF Stock Performance

NYSEARCA STIP opened at $101.84 on Tuesday. The company’s fifty day moving average is $103.21 and its two-hundred day moving average is $102.99. iShares 0-5 Year TIPS Bond ETF has a 52-week low of $101.83 and a 52-week high of $104.16.

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.