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Evelyn Partners Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Evelyn Partners Asset Management’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 		$912K Hold
8,815
– – 0.22% 63
2025
Q4 		$903K Buy
8,815
+772
+10% +$79.5K 0.21% 67
2025
Q3 		$831K Buy
8,043
+2,030
+34% +$209K 0.19% 67
2025
Q2 		$619K Buy
6,013
+976
+19% +$100K 0.16% 65
2025
Q1 		$521K Sell
5,037
-954
-16% -$97.2K 0.15% 70
2024
Q4 		$603K Buy
+5,991
New +$604K 0.16% 65

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RWM
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Morgan Stanley
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AHSSHC
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MMFA
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CCM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evelyn Partners Asset Management's STIP Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 8,815 shares worth $912K. The position accounts for 0.22% of the portfolio, ranked #63.

Evelyn Partners Asset Management first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Evelyn Partners Asset Management held 8,815 shares of iShares 0-5 Year TIPS Bond ETF worth $912K as of Q1 2026.
  • Evelyn Partners Asset Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.22% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #63 holding.
  • Evelyn Partners Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.