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Evelyn Partners Group Ltd’s iShares TIPS Bond ETF TIP Stock Holding History

Evelyn Partners Group Ltd’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 		$21.5M Buy
+136,776
New +$15.1M 0.05% 53

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KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evelyn Partners Group Ltd's TIP Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 136,776 shares worth $21.5M. The stake represents 0.05% of the portfolio and ranks #53 among its holdings.

664 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Evelyn Partners Group Ltd held 136,776 shares of iShares TIPS Bond ETF worth $21.5M as of Q2 2026.
  • iShares TIPS Bond ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.05% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #53 holding.
  • 664 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.