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

Evelyn Partners Investment Management Services’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 		– Sell
-200
Closed -$22K – 288
2025
Q4 		$22K Buy
+200
New +$22.2K ﹤0.01% 209
2025
Q3 		– Sell
-1,000
Closed -$110K – 271
2025
Q2 		$110K Hold
1,000
– – 0.02% 139
2025
Q1 		$111K Hold
1,000
– – 0.02% 129
2024
Q4 		$107K Buy
+1,000
New +$108K 0.02% 129

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 $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94.8B AUM 24.11% 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 $377B AUM 19.32% 1-Year Est. Return

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

Evelyn Partners Investment Management Services sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 200 shares — an estimated $22K sold.

Evelyn Partners Investment Management Services first reported a position in TIP in Q4 2024 and held it in 4 quarters. The position peaked at $111K in Q1 2025. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Evelyn Partners Investment Management Services reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 200 iShares TIPS Bond ETF shares in Q1 2026, an estimated $22K.
  • Evelyn Partners Investment Management Services first reported a position in iShares TIPS Bond ETF in Q4 2024 and held it in 4 quarters.
  • Evelyn Partners Investment Management Services's iShares TIPS Bond ETF position peaked at $111K in Q1 2025.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

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