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Chesapeake Capital Corp’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Chesapeake Capital Corp’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
2024
Q4 		$3.03M Sell
30,162
-137
-0.5% -$13.8K 3.08% 2
2024
Q3 		$3.07M Buy
30,299
+6,610
+28% +$662K 2.79% 2
2024
Q2 		$2.36M Sell
23,689
-25,066
-51% -$2.49M 3.09% 2
2024
Q1 		$4.85M Sell
48,755
-20,828
-30% -$2.06M 3.61% 2
2023
Q4 		$6.86M Buy
+69,583
New +$6.78M 5% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Chesapeake Capital Corp's STIP Position: Q4 2024 in Review

Chesapeake Capital Corp reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.45% in Q4 2024, selling an estimated $13.8K and leaving 30,162 shares worth $3.03M. The position accounts for 3.08% of the portfolio, ranked #2.

Chesapeake Capital Corp first reported a position in STIP in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.86M in Q4 2023. 626 funds tracked by Wall St. Rank hold STIP as of Q4 2024.

  • Chesapeake Capital Corp held 30,162 shares of iShares 0-5 Year TIPS Bond ETF worth $3.03M as of Q4 2024.
  • Chesapeake Capital Corp sold 137 iShares 0-5 Year TIPS Bond ETF shares in Q4 2024, an estimated $13.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 3.08% of Chesapeake Capital Corp's portfolio in Q4 2024, its #2 holding.
  • Chesapeake Capital Corp first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Chesapeake Capital Corp's iShares 0-5 Year TIPS Bond ETF position peaked at $6.86M in Q4 2023.
  • 626 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2024.

Based on Chesapeake Capital Corp's 13F filing for Q4 2024, filed 11 Feb 2025.