JSF Financial LLC Has $21.48 Million Stock Holdings in iShares 0-5 Year TIPS Bond ETF $STIP

JSF Financial LLC lowered its position in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) by 4.0% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 207,812 shares of the company’s stock after selling 8,581 shares during the quarter. iShares 0-5 Year TIPS Bond ETF comprises 4.8% of JSF Financial LLC’s portfolio, making the stock its 6th largest position. JSF Financial LLC owned approximately 0.16% of iShares 0-5 Year TIPS Bond ETF worth $21,479,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the company. Gilliland Jeter Wealth Management LLC lifted its stake 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 last quarter. Avant Financial Advisors LLC increased its stake in iShares 0-5 Year TIPS Bond ETF by 2.3% during the second quarter. Avant Financial Advisors LLC now owns 5,244 shares of the company’s stock valued at $540,000 after purchasing an additional 119 shares during the last quarter. Successful Portfolios LLC raised its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 0.8% during the second quarter. Successful Portfolios LLC now owns 15,244 shares of the company’s stock worth $1,569,000 after purchasing an additional 121 shares during the period. BCU Wealth Advisors LLC lifted its position in shares of iShares 0-5 Year TIPS Bond ETF by 4.8% in the 3rd quarter. BCU Wealth Advisors LLC now owns 2,707 shares of the company’s stock worth $280,000 after buying an additional 123 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its holdings in shares of iShares 0-5 Year TIPS Bond ETF by 39.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 436 shares of the company’s stock valued at $45,000 after buying an additional 123 shares during the period.

iShares 0-5 Year TIPS Bond ETF Stock Up 0.1%

Shares of NYSEARCA:STIP opened at $102.74 on Thursday. iShares 0-5 Year TIPS Bond ETF has a fifty-two week low of $101.22 and a fifty-two week high of $103.93. The firm has a 50-day simple moving average of $102.59 and a 200 day simple moving average 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.