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Evercore Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Evercore Wealth Management’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
2024
Q1 		– Sell
-2,074
Closed -$223K – 437
2023
Q4 		$223K Hold
2,074
– – ﹤0.01% 397
2023
Q3 		$215K Buy
+2,074
New +$219K ﹤0.01% 374
2021
Q2 		– Sell
-1,653
Closed -$207K – 438
2021
Q1 		$207K Hold
1,653
– – ﹤0.01% 416
2020
Q4 		$211K Buy
+1,653
New +$208K ﹤0.01% 407
2018
Q1 		– Sell
-925
Closed -$106K – 745
2017
Q4 		$106K Hold
925
– – ﹤0.01% 452
2017
Q3 		$105K Hold
925
– – ﹤0.01% 455
2017
Q2 		$105K Hold
925
– – ﹤0.01% 459
2017
Q1 		$106K Hold
925
– – ﹤0.01% 471
2016
Q4 		$105K Hold
925
– – ﹤0.01% 484
2016
Q3 		$108K Hold
925
– – ﹤0.01% 466
2016
Q2 		$108K Hold
925
– – ﹤0.01% 450
2016
Q1 		$106K Sell
925
-1,058
-53% -$118K ﹤0.01% 447
2015
Q4 		$217K Hold
1,983
– – 0.01% 354
2015
Q3 		$220K Sell
1,983
-249
-11% -$27.8K 0.01% 367
2015
Q2 		$250K Buy
2,232
+249
+13% +$28.1K 0.01% 384
2015
Q1 		$225K Buy
+1,983
New +$225K 0.01% 396
2014
Q4 		– Sell
-3,322
Closed -$372K – 975
2014
Q3 		$372K Hold
3,322
– – 0.02% 305
2014
Q2 		$382K Buy
3,322
+1,339
+68% +$152K 0.02% 305
2014
Q1 		$222K Buy
1,983
+133
+7% +$14.9K 0.01% 360
2013
Q4 		$203K Hold
1,850
– – 0.01% 365
2013
Q3 		$208K Hold
1,850
– – 0.01% 395
2013
Q2 		$207K Buy
+1,850
New +$219K 0.01% 390

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 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

Evercore Wealth Management's TIP Position: Q1 2024 in Review

Evercore Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2024, closing a stake of 2,074 shares — an estimated $223K sold.

Evercore Wealth Management first reported a position in TIP in Q2 2013 and held it in 22 quarters. The position peaked at $382K in Q2 2014. 1,047 funds tracked by Wall St. Rank hold TIP as of Q1 2024.

  • Evercore Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 2,074 iShares TIPS Bond ETF shares in Q1 2024, an estimated $223K.
  • Evercore Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 22 quarters.
  • Evercore Wealth Management's iShares TIPS Bond ETF position peaked at $382K in Q2 2014.
  • 1,047 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2024.

Based on Evercore Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.