Discipline Wealth Solutions LLC Grows Stock Holdings in iShares 0-5 Year TIPS Bond ETF $STIP

Discipline Wealth Solutions LLC lifted its position in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 7.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 95,783 shares of the company’s stock after buying an additional 6,741 shares during the quarter. iShares 0-5 Year TIPS Bond ETF makes up 1.8% of Discipline Wealth Solutions LLC’s holdings, making the stock its 17th largest holding. Discipline Wealth Solutions LLC owned 0.08% of iShares 0-5 Year TIPS Bond ETF worth $9,807,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. BIP Wealth LLC lifted its stake in iShares 0-5 Year TIPS Bond ETF by 4.9% in the 4th quarter. BIP Wealth LLC now owns 146,607 shares of the company’s stock worth $15,011,000 after purchasing an additional 6,861 shares in the last quarter. Copperleaf Capital LLC purchased a new stake in iShares 0-5 Year TIPS Bond ETF in the 3rd quarter worth $827,000. Carr Financial Group Corp lifted its stake in iShares 0-5 Year TIPS Bond ETF by 64.6% in the 3rd quarter. Carr Financial Group Corp now owns 23,947 shares of the company’s stock worth $2,475,000 after purchasing an additional 9,402 shares in the last quarter. Abacus Planning Group Inc. lifted its stake in iShares 0-5 Year TIPS Bond ETF by 36.1% in the 3rd quarter. Abacus Planning Group Inc. now owns 469,165 shares of the company’s stock worth $48,493,000 after purchasing an additional 124,335 shares in the last quarter. Finally, Austin Asset Management Co Inc lifted its stake in iShares 0-5 Year TIPS Bond ETF by 4.1% in the 3rd quarter. Austin Asset Management Co Inc now owns 287,836 shares of the company’s stock worth $29,751,000 after purchasing an additional 11,233 shares in the last quarter.

iShares 0-5 Year TIPS Bond ETF Stock Performance

Shares of STIP stock opened at $103.65 on Thursday. iShares 0-5 Year TIPS Bond ETF has a 52 week low of $101.98 and a 52 week high of $103.93. The company’s fifty day simple moving average is $103.23 and its two-hundred day simple moving average is $102.98.

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.