EWM
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Evermay Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Evermay Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9
Closed -$931 – 684
2026
Q1 		$931 Buy
+9
New +$927 ﹤0.01% 563

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Evermay Wealth Management's STIP Position: Q2 2026 in Review

Evermay Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 9 shares — an estimated $931 sold.

Evermay Wealth Management first reported a position in STIP in Q1 2026 and held it in 1 quarter. The position peaked at $931 in Q1 2026. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Evermay Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 9 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $931.
  • Evermay Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2026 and held it in 1 quarter.
  • Evermay Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $931 in Q1 2026.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.