Oxford Financial Group Ltd. Decreases Stock Holdings in iShares TIPS Bond ETF (NYSEARCA:TIP)

Oxford Financial Group Ltd. decreased its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP) by 6.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,683 shares of the exchange traded fund’s stock after selling 1,654 shares during the period. iShares TIPS Bond ETF comprises approximately 1.0% of Oxford Financial Group Ltd.’s investment portfolio, making the stock its 21st largest holding. Oxford Financial Group Ltd.’s holdings in iShares TIPS Bond ETF were worth $2,966,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Glassman Wealth Services purchased a new position in shares of iShares TIPS Bond ETF during the 1st quarter valued at approximately $25,000. Ellevest Inc. acquired a new position in iShares TIPS Bond ETF in the 1st quarter valued at $25,000. Gemmer Asset Management LLC raised its stake in iShares TIPS Bond ETF by 11,750.0% in the 1st quarter. Gemmer Asset Management LLC now owns 237 shares of the exchange traded fund’s stock valued at $27,000 after purchasing an additional 235 shares during the last quarter. Versant Capital Management Inc acquired a new position in iShares TIPS Bond ETF in the 1st quarter valued at $30,000. Finally, First Command Financial Services Inc. raised its stake in iShares TIPS Bond ETF by 1,326.3% in the 1st quarter. First Command Financial Services Inc. now owns 271 shares of the exchange traded fund’s stock valued at $31,000 after purchasing an additional 252 shares during the last quarter.

NYSEARCA TIP traded down $0.12 during mid-day trading on Friday, hitting $116.54. The stock had a trading volume of 678,149 shares, compared to its average volume of 1,289,855. The stock’s 50 day moving average is $115.23. iShares TIPS Bond ETF has a twelve month low of $107.53 and a twelve month high of $117.08.

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).

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Institutional Ownership by Quarter for iShares TIPS Bond ETF (NYSEARCA:TIP)

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