Evoke Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Evoke Wealth’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 Q1	$31.7M	Buy	306,484 +50,819	+20%	+$5.23M	0.57%	34
2025 Q4	$26.2M	Buy	255,665 +21,762	+9%	+$2.24M	0.49%	36
2025 Q3	$24.2M	Buy	233,903 +18,871	+9%	+$1.95M	0.49%	36
2025 Q2	$22.1M	Buy	215,032 +6,902	+3%	+$708K	0.51%	35
2025 Q1	$21.5M	Buy	208,130 +174,367	+516%	+$17.8M	0.56%	35
2024 Q4	$3.4M	Buy	33,763 +13,904	+70%	+$1.4M	0.09%	94
2024 Q3	$2.01M	Buy	+19,859	New	+$1.99M	0.05%	120
2024 Q2	–	Sell	-3,955	Closed	-$393K	–	345
2024 Q1	$393K	Buy	+3,955	New	+$391K	0.01%	296
2023 Q4	–	Sell	-6,233	Closed	-$604K	–	312
2023 Q3	$604K	Buy	6,233 +3,133	+101%	+$304K	0.02%	219
2023 Q2	$303K	Buy	+3,100	New	+$305K	0.01%	286
2022 Q1	–	Sell	-216,000	Closed	-$22.9M	–	1247
2021 Q4	$22.9M	Buy	+216,000	New	+$22.9M	0.72%	26

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth's STIP Position: Q1 2026 in Review

Evoke Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 20% in Q1 2026, buying an estimated $5.23M and bringing the position to 306,484 shares worth $31.7M. The position accounts for 0.57% of the portfolio, ranked #34.

Evoke Wealth first reported a position in STIP in Q4 2021 and has held it in 11 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Evoke Wealth held 306,484 shares of iShares 0-5 Year TIPS Bond ETF worth $31.7M as of Q1 2026.
Evoke Wealth bought 50,819 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $5.23M.
iShares 0-5 Year TIPS Bond ETF made up 0.57% of Evoke Wealth's portfolio in Q1 2026, its #34 holding.
Evoke Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 11 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.