CD
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Chapin Davis’s iShares TIPS Bond ETF TIP Stock Holding History

Chapin Davis’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$808K Buy
7,385
+3
+0% +$332 0.14% 109
2026
Q1 		$815K Sell
7,382
-233
-3% -$25.8K 0.18% 107
2025
Q4 		$837K Buy
7,615
+1
+0% +$111 0.2% 100
2025
Q3 		$847K Sell
7,614
-247
-3% -$27.3K 0.21% 101
2025
Q2 		$865K Buy
7,861
+2
+0% +$218 0.24% 89
2025
Q1 		$873K Sell
7,859
-219
-3% -$23.8K 0.3% 76
2024
Q4 		$892K Hold
8,078
– – 0.29% 78
2024
Q3 		$892K Sell
8,078
-18
-0.2% -$1.96K 0.29% 79
2024
Q2 		$864K Sell
8,096
-219
-3% -$23.3K 0.3% 76
2024
Q1 		$893K Sell
8,315
-359
-4% -$38.4K 0.33% 75
2023
Q4 		$932K Sell
8,674
-13
-0.1% -$1.36K 0.39% 64
2023
Q3 		$901K Sell
8,687
-342
-4% -$36.2K 0.43% 63
2023
Q2 		$972K Buy
9,029
+71
+0.8% +$7.73K 0.46% 58
2023
Q1 		$988K Buy
8,958
+831
+10% +$89.9K 0.51% 50
2022
Q4 		$865K Buy
+8,127
New +$868K 0.5% 54

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chapin Davis's TIP Position: Q2 2026 in Review

Chapin Davis increased its iShares TIPS Bond ETF (TIP) stake by 0.04% in Q2 2026, buying an estimated $332 and bringing the position to 7,385 shares worth $808K. The position accounts for 0.14% of the portfolio, ranked #109.

Chapin Davis first reported a position in TIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $988K in Q1 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Chapin Davis held 7,385 shares of iShares TIPS Bond ETF worth $808K as of Q2 2026.
  • Chapin Davis bought 3 iShares TIPS Bond ETF shares in Q2 2026, an estimated $332.
  • iShares TIPS Bond ETF made up 0.14% of Chapin Davis's portfolio in Q2 2026, its #109 holding.
  • Chapin Davis first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Chapin Davis's iShares TIPS Bond ETF position peaked at $988K in Q1 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.