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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
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

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

WealthBridge Capital Management's TIP Position: Q2 2026 in Review

WealthBridge Capital Management opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 1,943 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #228 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in TIP as recently as Q4 2024.

WealthBridge Capital Management first reported a position in TIP in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.5M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • WealthBridge Capital Management held 1,943 shares of iShares TIPS Bond ETF worth $213K as of Q2 2026.
  • iShares TIPS Bond ETF was a new WealthBridge Capital Management position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.04% of WealthBridge Capital Management's portfolio in Q2 2026, its #228 holding.
  • WealthBridge Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 26 quarters since.
  • WealthBridge Capital Management's iShares TIPS Bond ETF position peaked at $1.5M in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.