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

Evelyn Partners Investment 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	$1.95M	Hold	18,825	–	–	0.05%	104
2025 Q4	$1.93M	Buy	18,825 +5,643	+43%	+$581K	0.05%	109
2025 Q3	$1.36M	Buy	13,182 +65	+0.5%	+$6.7K	0.04%	123
2025 Q2	$1.35M	Hold	13,117	–	–	0.04%	122
2025 Q1	$1.36M	Hold	13,117	–	–	0.05%	116
2024 Q4	$1.32M	Buy	+13,117	New	+$1.32M	0.04%	117

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Evelyn Partners Investment Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 18,825 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #104.

Evelyn Partners Investment 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 Investment Management held 18,825 shares of iShares 0-5 Year TIPS Bond ETF worth $1.95M as of Q1 2026.
Evelyn Partners Investment 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 0.05% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #104 holding.
Evelyn Partners Investment 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 Investment Management's 13F filing for Q1 2026, filed 15 May 2026.