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Evelyn Partners Investment Management (Europe)’s iShares TIPS Bond ETF TIP Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$3.29M Sell
29,825
-1,298
-4% -$144K 1.13% 26
2025
Q4 		$3.42M Sell
31,123
-1,493
-5% -$166K 1.11% 26
2025
Q3 		$3.63M Sell
32,616
-906
-3% -$100K 1.26% 20
2025
Q2 		$3.69M Buy
33,522
+254
+0.8% +$27.7K 1.32% 22
2025
Q1 		$3.7M Sell
33,268
-2,052
-6% -$223K 1.38% 22
2024
Q4 		$3.76M Buy
+35,320
New +$3.82M 1.37% 21

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s TIP Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its iShares TIPS Bond ETF (TIP) stake by 4.2% in Q1 2026, selling an estimated $144K and leaving 29,825 shares worth $3.29M. The position accounts for 1.13% of the portfolio, ranked #26.

Evelyn Partners Investment Management (Europe) first reported a position in TIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.76M in Q4 2024. 1,017 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 29,825 shares of iShares TIPS Bond ETF worth $3.29M as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) sold 1,298 iShares TIPS Bond ETF shares in Q1 2026, an estimated $144K.
  • iShares TIPS Bond ETF made up 1.13% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #26 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s iShares TIPS Bond ETF position peaked at $3.76M in Q4 2024.
  • 1,017 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

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