EW
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Evoke Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Evoke Wealth’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 		– Sell
-1,042,055
Closed -$115M – 569
2026
Q1 		$115M Buy
1,042,055
+10,272
+1% +$1.14M 2.07% 11
2025
Q4 		$113M Sell
1,031,783
-5,733
-0.6% -$636K 2.12% 11
2025
Q3 		$115M Sell
1,037,516
-23,837
-2% -$2.63M 2.34% 9
2025
Q2 		$117M Sell
1,061,353
-35,678
-3% -$3.89M 2.67% 8
2025
Q1 		$122M Sell
1,097,031
-3,989
-0.4% -$433K 3.18% 7
2024
Q4 		$117M Sell
1,101,020
-7,060
-0.6% -$764K 3.27% 8
2024
Q3 		$122M Buy
+1,108,080
New +$120M 3.32% 7
2024
Q2 		– Sell
-1,217,757
Closed -$131M – 351
2024
Q1 		$131M Buy
+1,217,757
New +$130M 3.87% 6
2023
Q4 		– Sell
-442,149
Closed -$45.9M – 319
2023
Q3 		$45.9M Sell
442,149
-309,613
-41% -$32.8M 1.61% 14
2023
Q2 		$80.9M Sell
751,762
-281,663
-27% -$30.7M 2.81% 9
2023
Q1 		$85.4M Sell
1,033,425
-24,119
-2% -$2.61M 3.11% 9
2022
Q4 		$86.2M Buy
1,057,544
+1,044,538
+8,031% +$112M 3.12% 7
2022
Q3 		$1.36M Sell
13,006
-11,104
-46% -$1.26M 0.06% 123
2022
Q2 		$2.75M Sell
24,110
-899,558
-97% -$107M 0.1% 95
2022
Q1 		$115M Buy
923,668
+7,725
+0.8% +$972K 3.77% 5
2021
Q4 		$118M Buy
915,943
+51,352
+6% +$6.62M 3.73% 4
2021
Q3 		$110M Buy
864,591
+42,388
+5% +$5.47M 4.14% 4
2021
Q2 		$105M Buy
822,203
+75,465
+10% +$9.59M 3.98% 5
2021
Q1 		$93.7M Buy
746,738
+277,844
+59% +$35.2M 4.24% 5
2020
Q4 		$59.9M Buy
468,894
+31,660
+7% +$3.99M 4.04% 6
2020
Q3 		$55.3M Buy
437,234
+22,838
+6% +$2.87M 4.48% 5
2020
Q2 		$51M Buy
414,396
+76,464
+23% +$9.3M 4.94% 5
2020
Q1 		$39.8M Buy
+337,932
New +$39.8M 5.67% 5
2019
Q4 		– Sell
-122,526
Closed -$14.2M – 1454
2019
Q3 		$14.2M Buy
+122,526
New +$14.2M 1.75% 12

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

Evoke Wealth's TIP Position: Q2 2026 in Review

Evoke Wealth sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 1,042,055 shares — an estimated $115M sold.

Evoke Wealth first reported a position in TIP in Q3 2019 and held it in 24 quarters. The position peaked at $131M in Q1 2024. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Evoke Wealth reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 1,042,055 iShares TIPS Bond ETF shares in Q2 2026, an estimated $115M.
  • Evoke Wealth first reported a position in iShares TIPS Bond ETF in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's iShares TIPS Bond ETF position peaked at $131M in Q1 2024.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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