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Stonebridge Financial Group (Pennsylvania)’s iShares TIPS Bond ETF TIP Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-2
Closed -$230 – 860
2025
Q1 		$230 Hold
2
– – ﹤0.01% 918
2024
Q4 		$221 Buy
+2
New +$217 ﹤0.01% 805

Other funds holding TIP

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s TIP Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares TIPS Bond ETF (TIP) in Q2 2025, closing a stake of 2 shares — an estimated $230 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in TIP in Q4 2024 and held it in 2 quarters. The position peaked at $230 in Q1 2025. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2 iShares TIPS Bond ETF shares in Q2 2025, an estimated $230.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares TIPS Bond ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares TIPS Bond ETF position peaked at $230 in Q1 2025.
  • 975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.