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Evelyn Partners Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Evelyn Partners Asset Management’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
Q1 		$428K Hold
3,882
– – 0.11% 80
2025
Q4 		$427K Buy
3,882
+315
+9% +$34.9K 0.1% 79
2025
Q3 		$397K Sell
3,567
-600
-14% -$66.3K 0.09% 80
2025
Q2 		$459K Sell
4,167
-355
-8% -$38.7K 0.12% 72
2025
Q1 		$502K Sell
4,522
-300
-6% -$32.6K 0.14% 71
2024
Q4 		$514K Buy
+4,822
New +$522K 0.14% 67

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Evelyn Partners Asset Management held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 3,882 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #80.

Evelyn Partners Asset Management first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $514K in Q4 2024. 1,021 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Evelyn Partners Asset Management held 3,882 shares of iShares TIPS Bond ETF worth $428K as of Q1 2026.
  • Evelyn Partners Asset Management left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 0.11% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #80 holding.
  • Evelyn Partners Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's iShares TIPS Bond ETF position peaked at $514K in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

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