WealthBridge Capital Management
TIP icon

WealthBridge Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

WealthBridge Capital Management’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 		$248K Buy
2,383
+440
+23% +$47K 0.05% 222
2026
Q2 		$213K Buy
+1,943
New +$215K 0.04% 228
2025
Q1 		– Sell
-1,905
Closed -$203K – 211
2024
Q4 		$203K Sell
1,905
-275
-13% -$29.8K 0.06% 194
2024
Q3 		$241K Sell
2,180
-494
-18% -$53.7K 0.07% 183
2024
Q2 		$286K Sell
2,674
-1,575
-37% -$167K 0.09% 139
2024
Q1 		$456K Sell
4,249
-1,906
-31% -$204K 0.15% 104
2023
Q4 		$662K Sell
6,155
-1,131
-16% -$118K 0.25% 76
2023
Q3 		$756K Sell
7,286
-1,892
-21% -$200K 0.31% 65
2023
Q2 		$988K Sell
9,178
-1,397
-13% -$152K 0.39% 53
2023
Q1 		$1.17M Sell
10,575
-1,574
-13% -$170K 0.46% 50
2022
Q4 		$1.29M Buy
12,149
+503
+4% +$53.7K 0.54% 44
2022
Q3 		$1.33M Hold
11,646
– – 0.57% 40
2022
Q2 		$1.33M Buy
11,646
+283
+2% +$33.6K 0.57% 40
2022
Q1 		$1.42M Sell
11,363
-257
-2% -$32.3K 0.53% 42
2021
Q4 		$1.5M Buy
11,620
+518
+5% +$66.8K 0.56% 42
2021
Q3 		$1.42M Buy
11,102
+352
+3% +$45.4K 0.53% 44
2021
Q2 		$1.38M Buy
10,750
+186
+2% +$23.6K 0.5% 45
2021
Q1 		$1.33M Buy
10,564
+1,674
+19% +$212K 0.54% 42
2020
Q4 		$1.14M Buy
8,890
+680
+8% +$85.8K 0.5% 45
2020
Q3 		$1.04M Buy
8,210
+175
+2% +$22K 0.53% 41
2020
Q2 		$988K Buy
8,035
+262
+3% +$31.9K 0.56% 40
2020
Q1 		$917K Buy
7,773
+50
+0.6% +$5.89K 0.64% 39
2019
Q4 		$900K Sell
7,723
-150
-2% -$17.4K 0.58% 44
2019
Q3 		$916K Buy
7,873
+337
+4% +$39.1K 0.66% 38
2019
Q2 		$825K Sell
7,536
-105
-1% -$11.9K 0.75% 37
2019
Q1 		$864K Buy
7,641
+105
+1% +$11.6K 0.55% 38
2018
Q4 		$825K Buy
+7,536
New +$823K 0.63% 37

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

WealthBridge Capital Management's TIP Position: Q3 2026 in Review

WealthBridge Capital Management increased its iShares TIPS Bond ETF (TIP) stake by 23% in Q3 2026, buying an estimated $47K and bringing the position to 2,383 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #222.

WealthBridge Capital Management first reported a position in TIP in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.5M in Q4 2021. 631 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • WealthBridge Capital Management held 2,383 shares of iShares TIPS Bond ETF worth $248K as of Q3 2026.
  • WealthBridge Capital Management bought 440 iShares TIPS Bond ETF shares in Q3 2026, an estimated $47K.
  • iShares TIPS Bond ETF made up 0.05% of WealthBridge Capital Management's portfolio in Q3 2026, its #222 holding.
  • WealthBridge Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • WealthBridge Capital Management's iShares TIPS Bond ETF position peaked at $1.5M in Q4 2021.
  • 631 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.