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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
Q2 		– Sell
-306,484
Closed -$31.7M – 556
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Evoke Wealth's STIP Position: Q2 2026 in Review

Evoke Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 306,484 shares — an estimated $31.7M sold.

Evoke Wealth first reported a position in STIP in Q4 2021 and held it in 11 quarters. The position peaked at $31.7M in Q1 2026. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Evoke Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 306,484 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $31.7M.
  • Evoke Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 11 quarters.
  • Evoke Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $31.7M in Q1 2026.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.