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 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%	-$9.81K	﹤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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

Newbridge Financial Services Group's STIP Position: Q1 2026 in Review

Newbridge Financial Services Group held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 639 shares worth $66.1K. The position accounts for 0.01% of the portfolio, ranked #373.

Newbridge Financial Services Group first reported a position in STIP in Q2 2022 and has held it in 13 quarters since. The position peaked at $66.1K in Q1 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Newbridge Financial Services Group held 639 shares of iShares 0-5 Year TIPS Bond ETF worth $66.1K as of Q1 2026.
Newbridge Financial Services Group left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #373 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 13 quarters since.
Newbridge Financial Services Group's iShares 0-5 Year TIPS Bond ETF position peaked at $66.1K in Q1 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.