Geneos Wealth Management Inc. Has $514,000 Position in iShares 0-5 Year TIPS Bond ETF $STIP

Geneos Wealth Management Inc. grew its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 97.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,968 shares of the company’s stock after acquiring an additional 2,451 shares during the period. Geneos Wealth Management Inc.’s holdings in iShares 0-5 Year TIPS Bond ETF were worth $514,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the company. Modera Wealth Management LLC boosted its stake 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 valued at $202,541,000 after purchasing an additional 63,214 shares during the last quarter. Ritholtz Wealth Management boosted its stake in iShares 0-5 Year TIPS Bond ETF by 13.1% during the 1st quarter. Ritholtz Wealth Management now owns 1,777,451 shares of the company’s stock valued at $183,913,000 after purchasing an additional 205,304 shares during the last quarter. LPL Financial LLC boosted its stake in iShares 0-5 Year TIPS Bond ETF by 4.3% during 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 last quarter. Partners Capital Investment Group LLP boosted its stake in iShares 0-5 Year TIPS Bond ETF by 51.9% during 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 last quarter. Finally, Dynasty Wealth Management LLC boosted its stake in iShares 0-5 Year TIPS Bond ETF by 115.2% during the 1st quarter. Dynasty Wealth Management LLC now owns 946,182 shares of the company’s stock valued at $97,901,000 after purchasing an additional 506,435 shares during the last quarter.

iShares 0-5 Year TIPS Bond ETF Stock Performance

Shares of NYSEARCA STIP opened at $103.48 on Monday. iShares 0-5 Year TIPS Bond ETF has a twelve month low of $100.13 and a twelve month high of $103.93. The stock’s 50 day moving average price is $103.12 and its 200-day moving average price is $102.79.

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.