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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chapman Financial Group's STIP Position: Q1 2026 in Review

Chapman Financial Group held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 250 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #201.

Chapman Financial Group first reported a position in STIP in Q4 2024 and has held it in 5 quarters since. The position peaked at $32.7K in Q4 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Chapman Financial Group held 250 shares of iShares 0-5 Year TIPS Bond ETF worth $25.9K as of Q1 2026.
  • Chapman Financial Group left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Chapman Financial Group's portfolio in Q1 2026, its #201 holding.
  • Chapman Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $32.7K in Q4 2024.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.