Family Legacy Financial Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Family Legacy Financial Solutions’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.7M	Buy	114,882 +48,255	+72%	+$4.98M	7.16%	4
2026 Q1	$6.87M	Buy	66,627 +12,728	+24%	+$1.31M	5.55%	6
2025 Q4	$5.52M	Buy	53,899 +6,552	+14%	+$674K	4.25%	9
2025 Q3	$4.89M	Buy	47,347 +4,812	+11%	+$496K	3.75%	9
2025 Q2	$4.38M	Buy	+42,535	New	+$4.36M	3.71%	10

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Family Legacy Financial Solutions's STIP Position: Q2 2026 in Review

Family Legacy Financial Solutions increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 72% in Q2 2026, buying an estimated $4.98M and bringing the position to 114,882 shares worth $11.7M. The position accounts for 7.16% of the portfolio, ranked #4.

Family Legacy Financial Solutions first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Family Legacy Financial Solutions held 114,882 shares of iShares 0-5 Year TIPS Bond ETF worth $11.7M as of Q2 2026.
Family Legacy Financial Solutions bought 48,255 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $4.98M.
iShares 0-5 Year TIPS Bond ETF made up 7.16% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #4 holding.
Family Legacy Financial Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.