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Chapman Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Chapman Financial Group’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.5K Hold
250
– – 0.02% 203
2026
Q1 		$25.9K Hold
250
– – 0.02% 201
2025
Q4 		$25.6K Sell
250
-40
-14% -$4.12K 0.02% 199
2025
Q3 		$30K Buy
290
+40
+16% +$4.13K 0.02% 195
2025
Q2 		$25.7K Buy
+250
New +$25.6K 0.02% 160
2024
Q4 		$32.7K Buy
+325
New +$32.8K 0.03% 158

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Chapman Financial Group's STIP Position: Q2 2026 in Review

Chapman Financial Group held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 250 shares worth $25.5K. The position accounts for 0.02% of the portfolio, ranked #203.

Chapman Financial Group first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.7K in Q4 2024. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Chapman Financial Group held 250 shares of iShares 0-5 Year TIPS Bond ETF worth $25.5K as of Q2 2026.
  • Chapman Financial Group left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Chapman Financial Group's portfolio in Q2 2026, its #203 holding.
  • Chapman Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $32.7K in Q4 2024.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.