Evelyn Partners
TIP icon

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

Evelyn Partners’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
Q3 		$3.52M Sell
33,819
-102,957
-75% -$11M 0.06% 133
2026
Q2 		$21.5M Buy
+136,776
New +$15.1M 0.05% 53

Other funds holding TIP

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
DRW Securities
DRW Securities Chicago, Illinois $170B AUM 11.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Evelyn Partners's TIP Position: Q3 2026 in Review

Evelyn Partners reduced its iShares TIPS Bond ETF (TIP) stake by 75% in Q3 2026, selling an estimated $11M and leaving 33,819 shares worth $3.52M. The position accounts for 0.06% of the portfolio, ranked #133.

Evelyn Partners first reported a position in TIP in Q2 2026 and has held it in 2 quarters since. The position peaked at $21.5M in Q2 2026. 894 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Evelyn Partners held 33,819 shares of iShares TIPS Bond ETF worth $3.52M as of Q3 2026.
  • Evelyn Partners sold 102,957 iShares TIPS Bond ETF shares in Q3 2026, an estimated $11M.
  • iShares TIPS Bond ETF made up 0.06% of Evelyn Partners's portfolio in Q3 2026, its #133 holding.
  • Evelyn Partners first reported a position in iShares TIPS Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's iShares TIPS Bond ETF position peaked at $21.5M in Q2 2026.
  • 894 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.