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

Chatterton & Associates’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	$274K	Buy	+2,699	New	+$278K	0.16%	86

Other funds holding STIP

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Chatterton & Associates's STIP Position: Q2 2026 in Review

Chatterton & Associates opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,699 shares worth $274K. The stake represents 0.16% of the portfolio and ranks #86 among its holdings.

529 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Chatterton & Associates held 2,699 shares of iShares 0-5 Year TIPS Bond ETF worth $274K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Chatterton & Associates position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.16% of Chatterton & Associates's portfolio in Q2 2026, its #86 holding.
529 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.