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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
Q2 		$21.5M Buy
+136,776
New +$15.1M 0.05% 53

Other funds holding TIP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Evelyn Partners's TIP Position: Q2 2026 in Review

Evelyn Partners opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 136,776 shares worth $21.5M. The stake represents 0.05% of the portfolio and ranks #53 among its holdings.

977 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Evelyn Partners held 136,776 shares of iShares TIPS Bond ETF worth $21.5M as of Q2 2026.
  • iShares TIPS Bond ETF was a new Evelyn Partners position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.05% of Evelyn Partners's portfolio in Q2 2026, its #53 holding.
  • 977 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.