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Charter Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Charter Capital Management’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 		$673K Hold
6,148
– – 0.3% 31
2026
Q1 		$678K Buy
6,148
+90
+1% +$9.96K 0.34% 25
2025
Q4 		$666K Buy
6,058
+682
+13% +$75.7K 0.34% 27
2025
Q3 		$598K Buy
5,376
+834
+18% +$92.1K 0.32% 30
2025
Q2 		$500K Buy
+4,542
New +$495K 0.29% 36

Other funds holding TIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Charter Capital Management's TIP Position: Q2 2026 in Review

Charter Capital Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 6,148 shares worth $673K. The position accounts for 0.3% of the portfolio, ranked #31.

Charter Capital Management first reported a position in TIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $678K in Q1 2026. 532 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Charter Capital Management held 6,148 shares of iShares TIPS Bond ETF worth $673K as of Q2 2026.
  • Charter Capital Management left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.3% of Charter Capital Management's portfolio in Q2 2026, its #31 holding.
  • Charter Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Charter Capital Management's iShares TIPS Bond ETF position peaked at $678K in Q1 2026.
  • 532 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.