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
Q3 		$755K Sell
7,255
-130
-2% -$13.9K 0.15% 109
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

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Chapin Davis's TIP Position: Q3 2026 in Review

Chapin Davis reduced its iShares TIPS Bond ETF (TIP) stake by 1.8% in Q3 2026, selling an estimated $13.9K and leaving 7,255 shares worth $755K. The position accounts for 0.15% of the portfolio, ranked #109.

Chapin Davis first reported a position in TIP in Q4 2022 and has held it in 16 quarters since. The position peaked at $988K in Q1 2023. 58 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Chapin Davis held 7,255 shares of iShares TIPS Bond ETF worth $755K as of Q3 2026.
  • Chapin Davis sold 130 iShares TIPS Bond ETF shares in Q3 2026, an estimated $13.9K.
  • iShares TIPS Bond ETF made up 0.15% of Chapin Davis's portfolio in Q3 2026, its #109 holding.
  • Chapin Davis first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's iShares TIPS Bond ETF position peaked at $988K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.