Chatterton & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$534K Buy
5,358
+2,659
+99% +$268K 0.24% 58
2026
Q2
$274K Buy
+2,699
New +$278K 0.16% 86

Other funds holding STIP

Chatterton & Associates's STIP Position: Q3 2026 in Review

Chatterton & Associates increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 99% in Q3 2026, buying an estimated $268K and bringing the position to 5,358 shares worth $534K. The position accounts for 0.24% of the portfolio, ranked #58.

Chatterton & Associates first reported a position in STIP in Q2 2026 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Chatterton & Associates held 5,358 shares of iShares 0-5 Year TIPS Bond ETF worth $534K as of Q3 2026.
  • Chatterton & Associates bought 2,659 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $268K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.24% of Chatterton & Associates's portfolio in Q3 2026, its #58 holding.
  • Chatterton & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.