Financial Plan Inc. Acquires Shares of 97,695 iShares 0-5 Year TIPS Bond ETF $STIP

Financial Plan Inc. acquired a new stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 97,695 shares of the company’s stock, valued at approximately $10,003,000. iShares 0-5 Year TIPS Bond ETF accounts for about 1.1% of Financial Plan Inc.’s investment portfolio, making the stock its 16th largest holding. Financial Plan Inc. owned approximately 0.08% of iShares 0-5 Year TIPS Bond ETF at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Edge Financial Advisors LLC boosted its holdings in iShares 0-5 Year TIPS Bond ETF by 1.9% in the 4th quarter. Edge Financial Advisors LLC now owns 10,747 shares of the company’s stock valued at $1,100,000 after purchasing an additional 205 shares during the period. Wealthspan Partners LLC boosted its holdings in iShares 0-5 Year TIPS Bond ETF by 431.0% in the 4th quarter. Wealthspan Partners LLC now owns 29,760 shares of the company’s stock valued at $3,047,000 after purchasing an additional 24,156 shares during the period. Sharper & Granite LLC boosted its holdings in iShares 0-5 Year TIPS Bond ETF by 1.9% in the 4th quarter. Sharper & Granite LLC now owns 19,005 shares of the company’s stock valued at $1,946,000 after purchasing an additional 360 shares during the period. Stone Summit Wealth LLC boosted its holdings in iShares 0-5 Year TIPS Bond ETF by 5.1% in the 4th quarter. Stone Summit Wealth LLC now owns 45,869 shares of the company’s stock valued at $4,697,000 after purchasing an additional 2,214 shares during the period. Finally, Elevate Wealth Advisory Inc. boosted its holdings in iShares 0-5 Year TIPS Bond ETF by 11.4% in the 4th quarter. Elevate Wealth Advisory Inc. now owns 78,457 shares of the company’s stock valued at $8,033,000 after purchasing an additional 8,047 shares during the period.

iShares 0-5 Year TIPS Bond ETF Price Performance

NYSEARCA STIP opened at $103.64 on Wednesday. iShares 0-5 Year TIPS Bond ETF has a 12-month low of $101.98 and a 12-month high of $103.93. The firm has a 50-day moving average price of $103.29 and a two-hundred day moving average price of $102.99.

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.