Newbridge Financial Services Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Newbridge Financial Services Group’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$63.7K	Hold	639	–	–	0.01%	420
2026 Q2	$65.3K	Hold	639	–	–	0.01%	423
2026 Q1	$66.1K	Hold	639	–	–	0.01%	373
2025 Q4	$65.4K	Hold	639	–	–	0.01%	380
2025 Q3	$66K	Hold	639	–	–	0.01%	460
2025 Q2	$65.8K	Hold	639	–	–	0.01%	455
2025 Q1	$66.1K	Hold	639	–	–	0.02%	319
2024 Q4	$64.3K	Hold	639	–	–	0.02%	351
2024 Q3	$64.7K	Hold	639	–	–	0.02%	232
2024 Q2	$63.6K	Hold	639	–	–	0.02%	334
2024 Q1	$63.5K	Buy	+639	New	+$63.1K	0.03%	357
2023 Q2	–	Sell	-30	Closed	-$2.98K	–	1436
2023 Q1	$2.98K	Hold	30	–	–	﹤0.01%	1146
2022 Q4	$2.91K	Sell	30 -101	-77%	-$9.8K	﹤0.01%	1166
2022 Q3	$13K	Buy	131 +106	+424%	+$10.6K	0.01%	822
2022 Q2	$3K	Buy	+25	New	+$2.58K	﹤0.01%	1134

Other funds holding STIP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Newbridge Financial Services Group's STIP Position: Q3 2026 in Review

Newbridge Financial Services Group held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 639 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #420.

Newbridge Financial Services Group first reported a position in STIP in Q2 2022 and has held it in 15 quarters since. The position peaked at $66.1K in Q1 2025. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Newbridge Financial Services Group held 639 shares of iShares 0-5 Year TIPS Bond ETF worth $63.7K as of Q3 2026.
Newbridge Financial Services Group left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #420 holding.
Newbridge Financial Services Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 15 quarters since.
Newbridge Financial Services Group's iShares 0-5 Year TIPS Bond ETF position peaked at $66.1K in Q1 2025.
269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.