CIG
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CHB Investment Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

CHB Investment 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
2025
Q2 		$3.51M Buy
34,116
+505
+2% +$51.8K 1.79% 25
2025
Q1 		$3.48M Buy
33,611
+1,610
+5% +$164K 1.85% 9
2024
Q4 		$3.22M Buy
32,001
+1,369
+4% +$138K 1.75% 8
2024
Q3 		$3.1M Buy
+30,632
New +$3.07M 1.65% 15

Other funds holding STIP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return