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Chesapeake Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Chesapeake Asset Management’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 		$44.6K Sell
437
-6
-1% -$619 0.03% 162
2026
Q1 		$45.8K Hold
443
– – 0.04% 151
2025
Q4 		$45.4K Sell
443
-184
-29% -$18.9K 0.04% 159
2025
Q3 		$64.8K Hold
627
– – 0.06% 132
2025
Q2 		$64.5K Sell
627
-883
-58% -$90.6K 0.06% 129
2025
Q1 		$156K Buy
1,510
+320
+27% +$32.6K 0.15% 95
2024
Q4 		$120K Buy
1,190
+269
+29% +$27.1K 0.11% 101
2024
Q3 		$93.3K Hold
921
– – 0.08% 108
2024
Q2 		$91.6K Buy
+921
New +$91.4K 0.09% 105

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Chesapeake Asset Management's STIP Position: Q2 2026 in Review

Chesapeake Asset Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.4% in Q2 2026, selling an estimated $619 and leaving 437 shares worth $44.6K. The position accounts for 0.03% of the portfolio, ranked #162.

Chesapeake Asset Management first reported a position in STIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $156K in Q1 2025. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Chesapeake Asset Management held 437 shares of iShares 0-5 Year TIPS Bond ETF worth $44.6K as of Q2 2026.
  • Chesapeake Asset Management sold 6 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $619.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Chesapeake Asset Management's portfolio in Q2 2026, its #162 holding.
  • Chesapeake Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Chesapeake Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $156K in Q1 2025.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.