iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) Position Decreased by Jeppson Wealth Management LLC

Jeppson Wealth Management LLC decreased its position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 3.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 184,851 shares of the company’s stock after selling 5,882 shares during the quarter. iShares 0-5 Year TIPS Bond ETF accounts for about 7.0% of Jeppson Wealth Management LLC’s holdings, making the stock its 2nd biggest holding. Jeppson Wealth Management LLC’s holdings in iShares 0-5 Year TIPS Bond ETF were worth $18,391,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. CFS Investment Advisory Services LLC lifted its stake in iShares 0-5 Year TIPS Bond ETF by 24.3% during the fourth quarter. CFS Investment Advisory Services LLC now owns 32,734 shares of the company’s stock worth $3,227,000 after purchasing an additional 6,408 shares during the last quarter. First United Bank & Trust acquired a new position in shares of iShares 0-5 Year TIPS Bond ETF in the 4th quarter valued at $77,000. TSA Wealth Managment LLC acquired a new position in shares of iShares 0-5 Year TIPS Bond ETF in the 4th quarter valued at $670,000. Lincoln National Corp grew its position in shares of iShares 0-5 Year TIPS Bond ETF by 16.2% in the 4th quarter. Lincoln National Corp now owns 12,790 shares of the company’s stock valued at $1,261,000 after buying an additional 1,786 shares during the last quarter. Finally, Kickstand Ventures LLC. raised its stake in iShares 0-5 Year TIPS Bond ETF by 39.9% during the 4th quarter. Kickstand Ventures LLC. now owns 5,590 shares of the company’s stock worth $551,000 after acquiring an additional 1,594 shares in the last quarter.

iShares 0-5 Year TIPS Bond ETF Stock Performance

NYSEARCA STIP opened at $100.56 on Friday. The company has a fifty day moving average of $99.81 and a two-hundred day moving average of $99.38. iShares 0-5 Year TIPS Bond ETF has a 1 year low of $96.27 and a 1 year high of $100.56.

About iShares 0-5 Year TIPS Bond ETF

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.