Newbridge Financial Services Group
TIP icon

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
Q3 		$429K Buy
4,126
+3,844
+1,363% +$411K 0.05% 176
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Viewpoint Investment Partners
Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Newbridge Financial Services Group increased its iShares TIPS Bond ETF (TIP) stake by 1,363% in Q3 2026, buying an estimated $411K and bringing the position to 4,126 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #176.

Newbridge Financial Services Group first reported a position in TIP in Q3 2020 and has held it in 17 quarters since. 592 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Newbridge Financial Services Group held 4,126 shares of iShares TIPS Bond ETF worth $429K as of Q3 2026.
  • Newbridge Financial Services Group bought 3,844 iShares TIPS Bond ETF shares in Q3 2026, an estimated $411K.
  • iShares TIPS Bond ETF made up 0.05% of Newbridge Financial Services Group's portfolio in Q3 2026, its #176 holding.
  • Newbridge Financial Services Group first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 17 quarters since.
  • 592 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

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