TIP — ISHARES TIPS BOND ETF

Ownership history in EVOKE WEALTH, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in ISHARES TIPS BOND ETF (TIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.67% (2020 Q1)
Avg. % of fund
3.13%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,031,783 -5,733 -0.6% 2.12% $113.4M $109.91
2025 Q3 REDUCED 1,037,516 -23,837 -2.2% 2.34% $115.4M $110.00
2025 Q2 REDUCED 1,061,353 -35,678 -3.3% 2.67% $116.8M $107.79
2025 Q1 REDUCED 1,097,031 -3,989 -0.4% 3.18% $121.9M $107.33
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TIP price (monthly, adj. close)

Other funds also holding TIP

As of 2025 Q4 — sorted by position size

Vinland Capital Management Gestora de Recursos LTDA. 27.68% Vinland Capital Management Gestora de Recursos LTDA. 20.48% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 19.84% MARTIN & CO INC /TN/ 3Y 7Y 11.97% DORVAL Corp 6.14% Wealth Forward, LLC 5.76% Cypress Capital, LLC 3Y 7Y 5.09% MUSTICO FINANCIAL GROUP, INC. 5.06% Arbor Investment Advisors, LLC 3Y 7Y 4.71% Ameraudi Asset Management, Inc. 3Y 4.7%
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