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Evelyn Partners Investment Management (Europe)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$218K Buy
2,105
+494
+31% +$50.9K 0.07% 84
2025
Q4 		$165K Buy
1,611
+370
+30% +$38.1K 0.05% 89
2025
Q3 		$128K Hold
1,241
– – 0.04% 98
2025
Q2 		$128K Buy
1,241
+317
+34% +$32.5K 0.05% 94
2025
Q1 		$95.6K Buy
924
+655
+243% +$66.7K 0.04% 100
2024
Q4 		$27.1K Buy
+269
New +$27.1K 0.01% 142

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MWM
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RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
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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 26.23% 1-Year Est. Return
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 Investment Management (Europe)'s STIP Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 31% in Q1 2026, buying an estimated $50.9K and bringing the position to 2,105 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #84.

Evelyn Partners Investment Management (Europe) first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 2,105 shares of iShares 0-5 Year TIPS Bond ETF worth $218K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) bought 494 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $50.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #84 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.