Chesley Taft & Associates’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $670K | Hold |
6,443
| – | – | 0.03% | 253 |
|
|
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
Chesley Taft & Associates's TIP Position: Q3 2026 in Review
Chesley Taft & Associates held its iShares TIPS Bond ETF (TIP) position steady in Q3 2026 at 6,443 shares worth $670K. The position accounts for 0.03% of the portfolio, ranked #253.
Chesley Taft & Associates first reported a position in TIP in Q2 2013 and has held it in 32 quarters since. The position peaked at $2.98M in Q3 2013. 656 funds tracked by Wall St. Rank hold TIP as of Q3 2026.
- Chesley Taft & Associates held 6,443 shares of iShares TIPS Bond ETF worth $670K as of Q3 2026.
- Chesley Taft & Associates left its iShares TIPS Bond ETF share count unchanged in Q3 2026.
- iShares TIPS Bond ETF made up 0.03% of Chesley Taft & Associates's portfolio in Q3 2026, its #253 holding.
- Chesley Taft & Associates first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 32 quarters since.
- Chesley Taft & Associates's iShares TIPS Bond ETF position peaked at $2.98M in Q3 2013.
- 656 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.
Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.