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iShares Barclays TIPS Bond Fund shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in iShares Barclays TIPS Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays TIPS Bond Fund held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $302k 2.7k 110.36

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

Top funds holding iShares Barclays TIPS Bond Fund

Bank of America Corporation
FMR
Morgan Stanley
BlackRock
Envestnet Asset Management
UBS Group
Sumitomo Life Insurance
Pictet Asset Management Holding SA
Wells Fargo & Company
LPL Financial
Ameriprise Financial
CI Investments
Assetmark
Evoke Wealth
Royal Bank of Canada

View all funds holding iShares Barclays TIPS Bond Fund