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Evergreen Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Evergreen Capital 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
2026
Q2 		$4.49M Buy
41,074
+909
+2% +$100K 0.08% 226
2026
Q1 		$4.43M Buy
40,165
+1,280
+3% +$142K 0.1% 209
2025
Q4 		$4.27M Buy
38,885
+1,043
+3% +$116K 0.1% 203
2025
Q3 		$4.21M Buy
37,842
+1,402
+4% +$155K 0.1% 189
2025
Q2 		$4.01M Buy
36,440
+1,904
+6% +$208K 0.12% 181
2025
Q1 		$3.84M Buy
34,536
+510
+1% +$55.4K 0.13% 181
2024
Q4 		$3.63M Buy
34,026
+610
+2% +$66K 0.12% 187
2024
Q3 		$3.69M Buy
33,416
+142
+0.4% +$15.4K 0.12% 184
2024
Q2 		$3.55M Buy
33,274
+852
+3% +$90.6K 0.13% 178
2024
Q1 		$3.48M Buy
32,422
+832
+3% +$88.9K 0.13% 175
2023
Q4 		$3.4M Sell
31,590
-1,654
-5% -$173K 0.14% 179
2023
Q3 		$3.45M Buy
33,244
+25,276
+317% +$2.67M 0.15% 164
2023
Q2 		$858K Buy
7,968
+47
+0.6% +$5.12K 0.04% 307
2023
Q1 		$873K Hold
7,921
– – 0.04% 288
2022
Q4 		$843K Buy
7,921
+936
+13% +$100K 0.04% 300
2022
Q3 		$733K Buy
6,985
+430
+7% +$48.7K 0.04% 289
2022
Q2 		$747K Buy
6,555
+129
+2% +$15.3K 0.04% 282
2022
Q1 		$801K Buy
6,426
+25
+0.4% +$3.15K 0.03% 309
2021
Q4 		$827K Buy
6,401
+57
+0.9% +$7.35K 0.03% 310
2021
Q3 		$810K Buy
6,344
+336
+6% +$43.3K 0.04% 304
2021
Q2 		$769K Buy
6,008
+55
+0.9% +$6.99K 0.04% 290
2021
Q1 		$747K Hold
5,953
– – 0.04% 280
2020
Q4 		$760K Buy
5,953
+33
+0.6% +$4.16K 0.04% 246
2020
Q3 		$749K Hold
5,920
– – 0.05% 224
2020
Q2 		$728K Buy
5,920
+18
+0.3% +$2.19K 0.06% 212
2020
Q1 		$696K Buy
5,902
+5
+0.1% +$589 0.07% 195
2019
Q4 		$687K Buy
5,897
+16
+0.3% +$1.86K 0.06% 198
2019
Q3 		$684K Sell
5,881
-507
-8% -$58.9K 0.06% 187
2019
Q2 		$738K Buy
6,388
+277
+5% +$31.5K 0.07% 181
2019
Q1 		$691K Sell
6,111
-1,900
-24% -$211K 0.07% 182
2018
Q4 		$877K Buy
8,011
+30
+0.4% +$3.27K 0.09% 160
2018
Q3 		$883K Buy
+7,981
New +$892K 0.08% 170

Other funds holding TIP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Evergreen Capital Management's TIP Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares TIPS Bond ETF (TIP) stake by 2.3% in Q2 2026, buying an estimated $100K and bringing the position to 41,074 shares worth $4.49M. The position accounts for 0.08% of the portfolio, ranked #226.

Evergreen Capital Management first reported a position in TIP in Q3 2018 and has held it in 32 quarters since. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Evergreen Capital Management held 41,074 shares of iShares TIPS Bond ETF worth $4.49M as of Q2 2026.
  • Evergreen Capital Management bought 909 iShares TIPS Bond ETF shares in Q2 2026, an estimated $100K.
  • iShares TIPS Bond ETF made up 0.08% of Evergreen Capital Management's portfolio in Q2 2026, its #226 holding.
  • Evergreen Capital Management first reported a position in iShares TIPS Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.