CPIG
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Chicago Partners Investment Group’s iShares TIPS Bond ETF TIP Stock Holding History

Chicago Partners Investment Group’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 		$5.14M Buy
47,845
+2,424
+5% +$268K 0.1% 170
2026
Q1 		$5.06M Buy
45,421
+17,821
+65% +$1.97M 0.11% 160
2025
Q4 		$3.04M Buy
27,600
+797
+3% +$88.4K 0.08% 221
2025
Q3 		$3M Buy
26,803
+675
+3% +$74.6K 0.08% 214
2025
Q2 		$2.86M Buy
26,128
+8,474
+48% +$924K 0.08% 207
2025
Q1 		$1.93M Buy
17,654
+9,220
+109% +$1M 0.06% 243
2024
Q4 		$899K Buy
8,434
+1,675
+25% +$181K 0.03% 372
2024
Q3 		$733K Buy
6,759
+117
+2% +$12.7K 0.03% 394
2024
Q2 		$715K Buy
6,642
+2,301
+53% +$245K 0.03% 388
2024
Q1 		$460K Buy
4,341
+176
+4% +$18.8K 0.02% 470
2023
Q4 		$443K Sell
4,165
-768
-16% -$80.3K 0.02% 455
2023
Q3 		$507K Sell
4,933
-2,981
-38% -$315K 0.03% 400
2023
Q2 		$840K Buy
+7,914
New +$862K 0.04% 317
2016
Q1 		– Sell
-3,000
Closed -$329K – 479
2015
Q4 		$329K Hold
3,000
– – 0.16% 100
2015
Q3 		$332K Hold
3,000
– – 0.19% 80
2015
Q2 		$336K Sell
3,000
-42
-1% -$4.75K 0.15% 98
2015
Q1 		$341K Buy
+3,042
New +$345K 0.15% 93

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chicago Partners Investment Group's TIP Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares TIPS Bond ETF (TIP) stake by 5.3% in Q2 2026, buying an estimated $268K and bringing the position to 47,845 shares worth $5.14M. The position accounts for 0.1% of the portfolio, ranked #170.

Chicago Partners Investment Group first reported a position in TIP in Q1 2015 and has held it in 17 quarters since. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Chicago Partners Investment Group held 47,845 shares of iShares TIPS Bond ETF worth $5.14M as of Q2 2026.
  • Chicago Partners Investment Group bought 2,424 iShares TIPS Bond ETF shares in Q2 2026, an estimated $268K.
  • iShares TIPS Bond ETF made up 0.1% of Chicago Partners Investment Group's portfolio in Q2 2026, its #170 holding.
  • Chicago Partners Investment Group first reported a position in iShares TIPS Bond ETF in Q1 2015 and has held it in 17 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.