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Newbridge Financial Services Group’s iShares TIPS Bond ETF TIP Stock Holding History

Newbridge Financial Services Group’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 		$30.9K Buy
+282
New +$31.2K ﹤0.01% 607
2024
Q3 		– Sell
-11
Closed -$1.18K – 1064
2024
Q2 		$1.18K Sell
11
-3
-21% -$319 ﹤0.01% 987
2024
Q1 		$1.5K Sell
14
-200
-93% -$21.4K ﹤0.01% 1021
2023
Q4 		$23.1K Sell
214
-1,302
-86% -$136K 0.01% 559
2023
Q3 		$157K Sell
1,516
-22
-1% -$2.33K 0.08% 223
2023
Q2 		$165K Sell
1,538
-76
-5% -$8.28K 0.08% 227
2023
Q1 		$178K Hold
1,614
– – 0.09% 209
2022
Q4 		$172K Sell
1,614
-637
-28% -$68K 0.1% 205
2022
Q3 		$236K Sell
2,251
-672
-23% -$76.1K 0.14% 166
2022
Q2 		$333K Buy
2,923
+122
+4% +$14.5K 0.21% 103
2022
Q1 		$349K Sell
2,801
-338
-11% -$42.5K 0.17% 121
2021
Q4 		$406K Buy
3,139
+2,597
+479% +$335K 0.19% 110
2021
Q3 		$69K Buy
+542
New +$69.9K 0.04% 338
2021
Q2 		– Sell
-90
Closed -$11K – 1510
2021
Q1 		$11K Hold
90
– – 0.01% 883
2020
Q4 		$11K Buy
90
+31
+53% +$3.91K 0.01% 706
2020
Q3 		$7K Buy
+59
New +$7.41K 0.01% 757

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Newbridge Financial Services Group's TIP Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 282 shares worth $30.9K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in TIP as recently as Q2 2024.

Newbridge Financial Services Group first reported a position in TIP in Q3 2020 and has held it in 16 quarters since. The position peaked at $406K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Newbridge Financial Services Group held 282 shares of iShares TIPS Bond ETF worth $30.9K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Newbridge Financial Services Group position in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #607 holding.
  • Newbridge Financial Services Group first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 16 quarters since.
  • Newbridge Financial Services Group's iShares TIPS Bond ETF position peaked at $406K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.