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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evergreen Capital Management's TIP Position: Q1 2026 in Review

Evergreen Capital Management increased its iShares TIPS Bond ETF (TIP) stake by 3.3% in Q1 2026, buying an estimated $142K and bringing the position to 40,165 shares worth $4.43M. The position accounts for 0.1% of the portfolio, ranked #209.

Evergreen Capital Management first reported a position in TIP in Q3 2018 and has held it in 31 quarters since. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Evergreen Capital Management held 40,165 shares of iShares TIPS Bond ETF worth $4.43M as of Q1 2026.
  • Evergreen Capital Management bought 1,280 iShares TIPS Bond ETF shares in Q1 2026, an estimated $142K.
  • iShares TIPS Bond ETF made up 0.1% of Evergreen Capital Management's portfolio in Q1 2026, its #209 holding.
  • Evergreen Capital Management first reported a position in iShares TIPS Bond ETF in Q3 2018 and has held it in 31 quarters since.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.