EWM
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Evolution Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Evolution Wealth Management’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
Q1 		$26.4K Hold
239
– – 0.02% 379
2025
Q4 		$26.3K Buy
+239
New +$26.5K 0.02% 326

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evolution Wealth Management's TIP Position: Q1 2026 in Review

Evolution Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 239 shares worth $26.4K. The position accounts for 0.02% of the portfolio, ranked #379.

Evolution Wealth Management first reported a position in TIP in Q4 2025 and has held it in 2 quarters since. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Evolution Wealth Management held 239 shares of iShares TIPS Bond ETF worth $26.4K as of Q1 2026.
  • Evolution Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 0.02% of Evolution Wealth Management's portfolio in Q1 2026, its #379 holding.
  • Evolution Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.