JLBC
TIP icon

J.L. Bainbridge & Co’s iShares TIPS Bond ETF TIP Stock Holding History

J.L. Bainbridge & Co’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 		$214K Sell
1,960
-186
-9% -$20.6K 0.02% 110
2026
Q1 		$237K Sell
2,146
-47
-2% -$5.2K 0.02% 96
2025
Q4 		$241K Sell
2,193
-709
-24% -$78.7K 0.02% 88
2025
Q3 		$323K Sell
2,902
-601
-17% -$66.4K 0.03% 72
2025
Q2 		$385K Buy
3,503
+6
+0.2% +$654 0.03% 64
2025
Q1 		$388K Sell
3,497
-34
-1% -$3.69K 0.04% 65
2024
Q4 		$376K Buy
3,531
+3
+0.1% +$325 0.04% 65
2024
Q3 		$390K Buy
3,528
+2
+0.1% +$217 0.04% 61
2024
Q2 		$376K Sell
3,526
-425
-11% -$45.2K 0.04% 56
2024
Q1 		$424K Hold
3,951
– – 0.05% 47
2023
Q4 		$425K Buy
3,951
+22
+0.6% +$2.3K 0.05% 50
2023
Q3 		$407K Buy
3,929
+1
+0% +$106 0.05% 50
2023
Q2 		$423K Buy
3,928
+4
+0.1% +$436 0.05% 45
2023
Q1 		$433K Hold
3,924
– – 0.06% 40
2022
Q4 		$418K Buy
3,924
+2
+0.1% +$214 0.06% 45
2022
Q3 		$411K Buy
3,922
+12
+0.3% +$1.36K 0.06% 45
2022
Q2 		$445K Sell
3,910
-29
-0.7% -$3.44K 0.07% 43
2022
Q1 		$491K Buy
3,939
+43
+1% +$5.41K 0.06% 47
2021
Q4 		$503K Buy
3,896
+378
+11% +$48.7K 0.06% 47
2021
Q3 		$449K Sell
3,518
-51
-1% -$6.58K 0.05% 55
2021
Q2 		$457K Buy
3,569
+1,358
+61% +$173K 0.05% 57
2021
Q1 		$277K Buy
2,211
+64
+3% +$8.1K 0.04% 66
2020
Q4 		$274K Buy
2,147
+96
+5% +$12.1K 0.04% 66
2020
Q3 		$259K Hold
2,051
– – 0.04% 60
2020
Q2 		$252K Sell
2,051
-46
-2% -$5.59K 0.05% 54
2020
Q1 		$247K Sell
2,097
-15
-0.7% -$1.77K 0.05% 57
2019
Q4 		$246K Sell
2,112
-142
-6% -$16.5K 0.03% 74
2019
Q3 		$262K Sell
2,254
-229
-9% -$26.6K 0.04% 57
2019
Q2 		$287K Buy
2,483
+530
+27% +$60.3K 0.04% 53
2019
Q1 		$221K Sell
1,953
-1
-0.1% -$111 0.03% 60
2018
Q4 		$214K Sell
1,954
-388
-17% -$42.4K 0.04% 63
2018
Q3 		$259K Sell
2,342
-122
-5% -$13.6K 0.04% 56
2018
Q2 		$278K Buy
+2,464
New +$277K 0.04% 30

Other funds holding TIP

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

J.L. Bainbridge & Co's TIP Position: Q2 2026 in Review

J.L. Bainbridge & Co reduced its iShares TIPS Bond ETF (TIP) stake by 8.7% in Q2 2026, selling an estimated $20.6K and leaving 1,960 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #110.

J.L. Bainbridge & Co first reported a position in TIP in Q2 2018 and has held it in 33 quarters since. The position peaked at $503K in Q4 2021. 313 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • J.L. Bainbridge & Co held 1,960 shares of iShares TIPS Bond ETF worth $214K as of Q2 2026.
  • J.L. Bainbridge & Co sold 186 iShares TIPS Bond ETF shares in Q2 2026, an estimated $20.6K.
  • iShares TIPS Bond ETF made up 0.02% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #110 holding.
  • J.L. Bainbridge & Co first reported a position in iShares TIPS Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • J.L. Bainbridge & Co's iShares TIPS Bond ETF position peaked at $503K in Q4 2021.
  • 313 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.