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

Chesley Taft & 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 		$3.21M Buy
31,375
+1,968
+7% +$203K 0.12% 127
2026
Q1 		$3.04M Buy
29,407
+2,852
+11% +$294K 0.13% 128
2025
Q4 		$2.72M Buy
26,555
+1,609
+6% +$166K 0.11% 131
2025
Q3 		$2.58M Buy
24,946
+1,570
+7% +$162K 0.11% 131
2025
Q2 		$2.41M Buy
23,376
+1,340
+6% +$137K 0.11% 135
2025
Q1 		$2.28M Buy
22,036
+1,404
+7% +$143K 0.11% 129
2024
Q4 		$2.08M Buy
20,632
+8,975
+77% +$905K 0.1% 141
2024
Q3 		$1.18M Buy
11,657
+8
+0.1% +$801 0.06% 184
2024
Q2 		$1.16M Buy
11,649
+466
+4% +$46.2K 0.06% 177
2024
Q1 		$1.11M Sell
11,183
-230
-2% -$22.7K 0.06% 180
2023
Q4 		$1.13M Sell
11,413
-35
-0.3% -$3.41K 0.06% 176
2023
Q3 		$1.11M Sell
11,448
-15,955
-58% -$1.55M 0.07% 167
2023
Q2 		$2.67M Sell
27,403
-2,130
-7% -$210K 0.16% 118
2023
Q1 		$2.93M Sell
29,533
-3,932
-12% -$384K 0.19% 114
2022
Q4 		$3.24M Sell
33,465
-1,595
-5% -$155K 0.22% 99
2022
Q3 		$3.37M Sell
35,060
-2,506
-7% -$251K 0.25% 90
2022
Q2 		$3.81M Buy
37,566
+1,210
+3% +$125K 0.26% 88
2022
Q1 		$3.79M Buy
36,356
+8,285
+30% +$872K 0.22% 95
2021
Q4 		$2.97M Buy
28,071
+1,710
+6% +$181K 0.15% 120
2021
Q3 		$2.79M Buy
26,361
+520
+2% +$55.2K 0.16% 118
2021
Q2 		$2.75M Buy
25,841
+1,220
+5% +$130K 0.16% 115
2021
Q1 		$2.6M Buy
24,621
+9,100
+59% +$957K 0.16% 114
2020
Q4 		$1.62M Buy
15,521
+895
+6% +$92.8K 0.1% 138
2020
Q3 		$1.52M Buy
14,626
+590
+4% +$61K 0.11% 135
2020
Q2 		$1.44M Buy
14,036
+1,315
+10% +$133K 0.11% 138
2020
Q1 		$1.27M Buy
12,721
+2,519
+25% +$253K 0.12% 131
2019
Q4 		$1.03M Sell
10,202
-994
-9% -$99.7K 0.07% 163
2019
Q3 		$1.12M Sell
11,196
-56
-0.5% -$5.61K 0.09% 152
2019
Q2 		$1.13M Sell
11,252
-8,368
-43% -$837K 0.09% 148
2019
Q1 		$1.96M Buy
19,620
+2,060
+12% +$204K 0.16% 107
2018
Q4 		$1.72M Sell
17,560
-675
-4% -$66.3K 0.17% 111
2018
Q3 		$1.8M Buy
18,235
+3,980
+28% +$394K 0.14% 126
2018
Q2 		$1.42M Buy
14,255
+4,425
+45% +$441K 0.12% 138
2018
Q1 		$984K Buy
9,830
+1,515
+18% +$151K 0.09% 169
2017
Q4 		$830K Hold
8,315
– – 0.07% 186
2017
Q3 		$835K Buy
8,315
+535
+7% +$53.7K 0.07% 186
2017
Q2 		$781K Buy
7,780
+900
+13% +$90.8K 0.07% 191
2017
Q1 		$698K Buy
6,880
+550
+9% +$55.6K 0.07% 198
2016
Q4 		$638K Buy
+6,330
New +$637K 0.06% 199

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Chesley Taft & Associates's STIP Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.7% in Q2 2026, buying an estimated $203K and bringing the position to 31,375 shares worth $3.21M. The position accounts for 0.12% of the portfolio, ranked #127.

Chesley Taft & Associates first reported a position in STIP in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.81M in Q2 2022. 169 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Chesley Taft & Associates held 31,375 shares of iShares 0-5 Year TIPS Bond ETF worth $3.21M as of Q2 2026.
  • Chesley Taft & Associates bought 1,968 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $203K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.12% of Chesley Taft & Associates's portfolio in Q2 2026, its #127 holding.
  • Chesley Taft & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Chesley Taft & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $3.81M in Q2 2022.
  • 169 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.