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BridgePort Financial Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

BridgePort Financial Solutions’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 		– Sell
-1,850
Closed -$203K – 251
2025
Q4 		$203K Sell
1,850
-99
-5% -$11K 0.05% 233
2025
Q3 		$217K Buy
1,949
+129
+7% +$14.3K 0.06% 221
2025
Q2 		$200K Sell
1,820
-539
-23% -$58.8K 0.07% 193
2025
Q1 		$262K Buy
2,359
+259
+12% +$28.1K 0.12% 139
2024
Q4 		$230K Buy
+2,100
New +$227K 0.1% 143

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

BridgePort Financial Solutions's TIP Position: Q1 2026 in Review

BridgePort Financial Solutions sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 1,850 shares — an estimated $203K sold.

BridgePort Financial Solutions first reported a position in TIP in Q4 2024 and held it in 5 quarters. The position peaked at $262K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • BridgePort Financial Solutions reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • BridgePort Financial Solutions sold 1,850 iShares TIPS Bond ETF shares in Q1 2026, an estimated $203K.
  • BridgePort Financial Solutions first reported a position in iShares TIPS Bond ETF in Q4 2024 and held it in 5 quarters.
  • BridgePort Financial Solutions's iShares TIPS Bond ETF position peaked at $262K in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.