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Chicago Partners Investment Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Chicago Partners Investment Group’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
Q1 		$3.08M Buy
29,739
+122
+0.4% +$12.6K 0.07% 246
2025
Q4 		$3.04M Buy
29,617
+3,194
+12% +$329K 0.07% 222
2025
Q3 		$2.73M Buy
26,423
+679
+3% +$70K 0.07% 231
2025
Q2 		$2.65M Buy
25,744
+7,417
+40% +$761K 0.08% 216
2025
Q1 		$1.88M Buy
18,327
+1,508
+9% +$154K 0.06% 247
2024
Q4 		$1.69M Buy
16,819
+1,322
+9% +$133K 0.06% 252
2024
Q3 		$1.56M Buy
15,497
+69
+0.4% +$6.91K 0.06% 259
2024
Q2 		$1.54M Sell
15,428
-285
-2% -$28.3K 0.06% 250
2024
Q1 		$1.56M Buy
15,713
+381
+2% +$37.7K 0.07% 240
2023
Q4 		$1.51M Buy
15,332
+406
+3% +$39.6K 0.07% 238
2023
Q3 		$1.45M Sell
14,926
-208
-1% -$20.2K 0.08% 230
2023
Q2 		$1.47M Buy
15,134
+1,706
+13% +$168K 0.08% 234
2023
Q1 		$1.33M Buy
13,428
+70
+0.5% +$6.84K 0.08% 229
2022
Q4 		$1.3M Buy
13,358
+2,283
+21% +$222K 0.08% 224
2022
Q3 		$1.07M Buy
+11,075
New +$1.11M 0.08% 228
2018
Q4 		– Sell
-97
Closed -$10K – 835
2018
Q3 		$10K Buy
+97
New +$9.6K ﹤0.01% 823

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chicago Partners Investment Group's STIP Position: Q1 2026 in Review

Chicago Partners Investment Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.41% in Q1 2026, buying an estimated $12.6K and bringing the position to 29,739 shares worth $3.08M. The position accounts for 0.07% of the portfolio, ranked #246.

Chicago Partners Investment Group first reported a position in STIP in Q3 2018 and has held it in 16 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Chicago Partners Investment Group held 29,739 shares of iShares 0-5 Year TIPS Bond ETF worth $3.08M as of Q1 2026.
  • Chicago Partners Investment Group bought 122 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $12.6K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Chicago Partners Investment Group's portfolio in Q1 2026, its #246 holding.
  • Chicago Partners Investment Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and has held it in 16 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.