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Family Legacy Financial Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Family Legacy Financial Solutions’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
Q1 		– Sell
-7,129
Closed -$784K – 53
2025
Q4 		$784K Sell
7,129
-2,038
-22% -$226K 0.6% 29
2025
Q3 		$1.02M Sell
9,167
-1,649
-15% -$182K 0.78% 26
2025
Q2 		$1.19M Buy
+10,816
New +$1.18M 1.01% 22

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Family Legacy Financial Solutions's TIP Position: Q1 2026 in Review

Family Legacy Financial Solutions sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 7,129 shares — an estimated $784K sold.

Family Legacy Financial Solutions first reported a position in TIP in Q2 2025 and held it in 3 quarters. The position peaked at $1.19M in Q2 2025. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Family Legacy Financial Solutions reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 7,129 iShares TIPS Bond ETF shares in Q1 2026, an estimated $784K.
  • Family Legacy Financial Solutions first reported a position in iShares TIPS Bond ETF in Q2 2025 and held it in 3 quarters.
  • Family Legacy Financial Solutions's iShares TIPS Bond ETF position peaked at $1.19M in Q2 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q1 2026, filed 15 Apr 2026.