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In late 2023, major firms adjusted U.S. TIPS ETF holdings, with Patten Group significantly increasing stakes in STIP and TIP.
In Q3 2023, several firms adjusted their holdings in U.S. Treasury inflation-protected securities ETFs.
Vestmark Advisory Solutions reduced its stake in Schwab’s SCHP by 54.2%, while Lutz Financial Services and Altfest increased theirs.
Patten Group significantly boosted its positions in both STIP and TIP, with gains of 59.6% and 123.1%, respectively.
Sanford C. Bernstein upgraded SCHP to “hold” on December 5, 2023.
The ETFs track TIPS with varying maturities and are managed by Charles Schwab and BlackRock.
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A finales de 2023, las principales firmas ajustaron U.S. Las tenencias de TIPS ETF, con el Grupo Patten aumentando significativamente las participaciones en STIP y TIP.