Ethos Financial Group LLC Has $13.89 Million Stock Position in iShares 0-5 Year TIPS Bond ETF $STIP

Ethos Financial Group LLC boosted its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 15.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 135,670 shares of the company’s stock after buying an additional 17,975 shares during the quarter. iShares 0-5 Year TIPS Bond ETF makes up approximately 1.0% of Ethos Financial Group LLC’s investment portfolio, making the stock its 21st largest position. Ethos Financial Group LLC owned approximately 0.11% of iShares 0-5 Year TIPS Bond ETF worth $13,891,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Meridian Wealth Management LLC increased its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 2.2% during the 3rd quarter. Meridian Wealth Management LLC now owns 4,602 shares of the company’s stock worth $476,000 after acquiring an additional 101 shares during the last quarter. Blue Edge Capital LLC lifted its holdings in iShares 0-5 Year TIPS Bond ETF by 2.4% during the 3rd quarter. Blue Edge Capital LLC now owns 4,798 shares of the company’s stock valued at $496,000 after purchasing an additional 112 shares during the last quarter. Parallel Advisors LLC boosted its position in iShares 0-5 Year TIPS Bond ETF by 16.0% during the third quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock worth $84,000 after purchasing an additional 112 shares during the period. Gilliland Jeter Wealth Management LLC boosted its position in iShares 0-5 Year TIPS Bond ETF by 1.1% during the third quarter. Gilliland Jeter Wealth Management LLC now owns 10,210 shares of the company’s stock worth $1,055,000 after purchasing an additional 115 shares during the period. Finally, BWM Planning LLC increased its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 2.0% in the fourth 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 last quarter.

iShares 0-5 Year TIPS Bond ETF Price Performance

Shares of STIP opened at $103.31 on Friday. The company’s 50-day moving average is $103.12 and its 200-day moving average is $102.98. iShares 0-5 Year TIPS Bond ETF has a fifty-two week low of $101.67 and a fifty-two 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.