EWA
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EverSource Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

EverSource Wealth Advisors’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 		$260K Buy
2,377
+1,934
+437% +$214K 0.01% 878
2026
Q1 		$48.9K Sell
443
-55
-11% -$6.09K ﹤0.01% 1905
2025
Q4 		$54.8K Buy
498
+305
+158% +$33.8K ﹤0.01% 1686
2025
Q3 		$21.4K Sell
193
-50
-21% -$5.52K ﹤0.01% 2317
2025
Q2 		$26.8K Sell
243
-90
-27% -$9.82K ﹤0.01% 2066
2025
Q1 		$37K Sell
333
-959
-74% -$104K ﹤0.01% 1388
2024
Q4 		$138K Sell
1,292
-263
-17% -$28.5K 0.01% 806
2024
Q3 		$172K Sell
1,555
-564
-27% -$61.3K 0.01% 609
2024
Q2 		$229K Buy
2,119
+1,298
+158% +$138K 0.02% 514
2024
Q1 		$86.6K Buy
821
+305
+59% +$32.6K 0.01% 761
2023
Q4 		$55.5K Sell
516
-20,414
-98% -$2.13M 0.01% 856
2023
Q3 		$2.17M Sell
20,930
-18,093
-46% -$1.91M 0.23% 98
2023
Q2 		$4.2M Buy
39,023
+411
+1% +$44.8K 0.46% 55
2023
Q1 		$4.26M Buy
38,612
+37,647
+3,901% +$4.07M 0.53% 44
2022
Q4 		$103K Sell
965
-2,018
-68% -$215K 0.02% 496
2022
Q3 		$313K Sell
2,983
-136
-4% -$15.4K 0.07% 237
2022
Q2 		$355K Buy
3,119
+1,018
+48% +$121K 0.09% 192
2022
Q1 		$262K Buy
2,101
+206
+11% +$25.9K 0.07% 221
2021
Q4 		$245K Buy
+1,895
New +$244K 0.07% 199

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

EverSource Wealth Advisors's TIP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 437% in Q2 2026, buying an estimated $214K and bringing the position to 2,377 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #878.

EverSource Wealth Advisors first reported a position in TIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.26M in Q1 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • EverSource Wealth Advisors held 2,377 shares of iShares TIPS Bond ETF worth $260K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,934 iShares TIPS Bond ETF shares in Q2 2026, an estimated $214K.
  • iShares TIPS Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #878 holding.
  • EverSource Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares TIPS Bond ETF position peaked at $4.26M in Q1 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.