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Evanson Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Evanson Financial’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 		$366K Buy
+3,347
New +$370K 0.02% 237

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

Evanson Financial's TIP Position: Q2 2026 in Review

Evanson Financial opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 3,347 shares worth $366K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings.

1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Evanson Financial held 3,347 shares of iShares TIPS Bond ETF worth $366K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Evanson Financial position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.02% of Evanson Financial's portfolio in Q2 2026, its #237 holding.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.