Bradley & Co Private Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Bradley & Co Private 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	$552	Hold	5	–	–	﹤0.01%	205
2025 Q4	$549	Buy	+5	New	+$555	﹤0.01%	208
2023 Q1	–	Sell	-82	Closed	-$8.73K	–	176
2022 Q4	$8.73K	Sell	82 -1,856	-96%	-$198K	0.01%	119
2022 Q3	$203K	Sell	1,938 -433	-18%	-$49K	0.24%	34
2022 Q2	$270K	Sell	2,371 -7,482	-76%	-$887K	0.3%	39
2022 Q1	$1.23M	Sell	9,853 -1,080	-10%	-$136K	1.05%	17
2021 Q4	$1.41M	Buy	10,933 +1,047	+11%	+$135K	1.13%	20
2021 Q3	$1.26M	Sell	9,886 -5,276	-35%	-$680K	1.09%	21
2021 Q2	$1.94M	Sell	15,162 -1,758	-10%	-$223K	1.69%	16
2021 Q1	$2.12M	Buy	+16,920	New	+$2.14M	1.96%	16

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bradley & Co Private Wealth Management's TIP Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 5 shares worth $552. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Bradley & Co Private Wealth Management first reported a position in TIP in Q1 2021 and has held it in 10 quarters since. The position peaked at $2.12M in Q1 2021. 1,014 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Bradley & Co Private Wealth Management held 5 shares of iShares TIPS Bond ETF worth $552 as of Q1 2026.
Bradley & Co Private Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #205 holding.
Bradley & Co Private Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 10 quarters since.
Bradley & Co Private Wealth Management's iShares TIPS Bond ETF position peaked at $2.12M in Q1 2021.
1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.