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Chesley Taft & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Chesley Taft & Associates’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$705K Sell
6,443
-375
-6% -$41.5K 0.03% 252
2026
Q1 		$752K Hold
6,818
– – 0.03% 243
2025
Q4 		$749K Sell
6,818
-41
-0.6% -$4.55K 0.03% 248
2025
Q3 		$763K Hold
6,859
– – 0.03% 239
2025
Q2 		$755K Hold
6,859
– – 0.03% 228
2025
Q1 		$762K Buy
6,859
+850
+14% +$92.3K 0.04% 228
2024
Q4 		$640K Buy
6,009
+1,450
+32% +$157K 0.03% 235
2024
Q3 		$504K Hold
4,559
– – 0.02% 249
2024
Q2 		$487K Hold
4,559
– – 0.02% 246
2024
Q1 		$490K Sell
4,559
-162
-3% -$17.3K 0.03% 242
2023
Q4 		$507K Buy
4,721
+162
+4% +$16.9K 0.03% 238
2023
Q3 		$473K Sell
4,559
-1,800
-28% -$190K 0.03% 229
2023
Q2 		$684K Sell
6,359
-1,235
-16% -$134K 0.04% 204
2023
Q1 		$837K Sell
7,594
-1,850
-20% -$200K 0.05% 185
2022
Q4 		$1.01M Sell
9,444
-5,290
-36% -$565K 0.07% 170
2022
Q3 		$1.55M Sell
14,734
-600
-4% -$67.9K 0.11% 140
2022
Q2 		$1.75M Hold
15,334
– – 0.12% 131
2022
Q1 		$1.86M Buy
15,334
+1,000
+7% +$126K 0.11% 140
2021
Q4 		$1.85M Buy
14,334
+1,400
+11% +$181K 0.1% 146
2021
Q3 		$1.65M Buy
12,934
+4,090
+46% +$527K 0.09% 149
2021
Q2 		$1.13M Buy
8,844
+3,100
+54% +$394K 0.07% 171
2021
Q1 		$719K Buy
5,744
+3,010
+110% +$381K 0.04% 192
2020
Q4 		$349K Buy
2,734
+350
+15% +$44.1K 0.02% 245
2020
Q3 		$302K Buy
+2,384
New +$299K 0.02% 233
2016
Q4 		– Sell
-13,655
Closed -$1.59M – 273
2016
Q3 		$1.59M Buy
13,655
+5,460
+67% +$634K 0.16% 115
2016
Q2 		$956K Buy
8,195
+125
+2% +$14.4K 0.1% 151
2016
Q1 		$925K Buy
8,070
+395
+5% +$44.1K 0.1% 149
2015
Q4 		$842K Buy
+7,675
New +$848K 0.09% 160
2014
Q1 		– Sell
-25,188
Closed -$2.77M – 276
2013
Q4 		$2.77M Sell
25,188
-1,275
-5% -$142K 0.28% 99
2013
Q3 		$2.98M Buy
26,463
+225
+0.9% +$25.1K 0.32% 86
2013
Q2 		$2.94M Buy
+26,238
New +$3.1M 0.34% 79

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

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

Chesley Taft & Associates reduced its iShares TIPS Bond ETF (TIP) stake by 5.5% in Q2 2026, selling an estimated $41.5K and leaving 6,443 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #252.

Chesley Taft & Associates first reported a position in TIP in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.98M in Q3 2013. 170 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Chesley Taft & Associates held 6,443 shares of iShares TIPS Bond ETF worth $705K as of Q2 2026.
  • Chesley Taft & Associates sold 375 iShares TIPS Bond ETF shares in Q2 2026, an estimated $41.5K.
  • iShares TIPS Bond ETF made up 0.03% of Chesley Taft & Associates's portfolio in Q2 2026, its #252 holding.
  • Chesley Taft & Associates first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 31 quarters since.
  • Chesley Taft & Associates's iShares TIPS Bond ETF position peaked at $2.98M in Q3 2013.
  • 170 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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