Heartwood Wealth Advisors LLC Purchases 256 Shares of iShares TIPS Bond ETF (NYSEARCA:TIP)

Heartwood Wealth Advisors LLC lifted its holdings in iShares TIPS Bond ETF (NYSEARCA:TIP) by 0.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 144,378 shares of the exchange traded fund’s stock after purchasing an additional 256 shares during the quarter. iShares TIPS Bond ETF accounts for approximately 1.7% of Heartwood Wealth Advisors LLC’s investment portfolio, making the stock its 21st largest position. Heartwood Wealth Advisors LLC’s holdings in iShares TIPS Bond ETF were worth $15,383,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Tsfg LLC raised its position in shares of iShares TIPS Bond ETF by 8.3% during the 3rd quarter. Tsfg LLC now owns 1,212 shares of the exchange traded fund’s stock valued at $134,000 after buying an additional 93 shares in the last quarter. KMG Fiduciary Partners LLC lifted its stake in shares of iShares TIPS Bond ETF by 0.6% in the 3rd quarter. KMG Fiduciary Partners LLC now owns 16,016 shares of the exchange traded fund’s stock valued at $1,769,000 after purchasing an additional 100 shares during the last quarter. Regal Investment Advisors LLC boosted its holdings in shares of iShares TIPS Bond ETF by 2.0% in the 2nd quarter. Regal Investment Advisors LLC now owns 5,509 shares of the exchange traded fund’s stock worth $588,000 after purchasing an additional 108 shares during the period. First United Bank & Trust boosted its holdings in shares of iShares TIPS Bond ETF by 3.2% in the 3rd quarter. First United Bank & Trust now owns 3,458 shares of the exchange traded fund’s stock worth $382,000 after purchasing an additional 108 shares during the period. Finally, FC Advisory LLC raised its holdings in iShares TIPS Bond ETF by 2.0% during the 4th quarter. FC Advisory LLC now owns 5,511 shares of the exchange traded fund’s stock valued at $587,000 after buying an additional 110 shares during the period.

iShares TIPS Bond ETF Trading Down 0.4 %

Shares of TIP stock traded down $0.41 during trading hours on Friday, reaching $106.19. 2,837,137 shares of the stock were exchanged, compared to its average volume of 3,753,003. The firm has a market capitalization of $18.42 billion, a price-to-earnings ratio of 11.86 and a beta of 0.09. iShares TIPS Bond ETF has a 12-month low of $104.67 and a 12-month high of $111.06. The company’s 50-day moving average price is $107.58 and its 200-day moving average price is $108.29.

iShares TIPS Bond ETF Profile

iShares TIPS Bond ETF (the Fund), formerly iShares Barclays Treasury Inflation Protected Securities Bond Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L) (the Index).