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Legacy Bridge’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Legacy Bridge’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 		$105K Hold
1,030
– – 0.03% 181
2026
Q1 		$107K Hold
1,030
– – 0.04% 176
2025
Q4 		$105K Hold
1,030
– – 0.04% 170
2025
Q3 		$106K Hold
1,030
– – 0.04% 168
2025
Q2 		$106K Hold
1,030
– – 0.05% 156
2025
Q1 		$107K Hold
1,030
– – 0.06% 157
2024
Q4 		$104K Hold
1,030
– – 0.05% 161
2024
Q3 		$104K Hold
1,030
– – 0.06% 163
2024
Q2 		$102K Hold
1,030
– – 0.06% 160
2024
Q1 		$102K Hold
1,030
– – 0.06% 169
2023
Q4 		$102K Hold
1,030
– – 0.07% 166
2023
Q3 		$99.8K Hold
1,030
– – 0.07% 172
2023
Q2 		$101K Hold
1,030
– – 0.07% 170
2023
Q1 		$102K Hold
1,030
– – 0.07% 170
2022
Q4 		$99.9K Hold
1,030
– – 0.07% 165
2022
Q3 		$99K Hold
1,030
– – 0.08% 161
2022
Q2 		$104K Hold
1,030
– – 0.08% 165
2022
Q1 		$108K Hold
1,030
– – 0.06% 176
2021
Q4 		$109K Sell
1,030
-1,170
-53% -$124K 0.06% 178
2021
Q3 		$232K Hold
2,200
– – 0.13% 142
2021
Q2 		$234K Hold
2,200
– – 0.13% 144
2021
Q1 		$233K Hold
2,200
– – 0.15% 134
2020
Q4 		$230K Hold
2,200
– – 0.17% 129
2020
Q3 		$229K Hold
2,200
– – 0.21% 117
2020
Q2 		$225K Hold
2,200
– – 0.25% 113
2020
Q1 		$220K Hold
2,200
– – 0.28% 111
2019
Q4 		$222K Buy
+2,200
New +$221K 0.18% 131

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

Legacy Bridge's STIP Position: Q2 2026 in Review

Legacy Bridge held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 1,030 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #181.

Legacy Bridge first reported a position in STIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $234K in Q2 2021. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Legacy Bridge held 1,030 shares of iShares 0-5 Year TIPS Bond ETF worth $105K as of Q2 2026.
  • Legacy Bridge left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Legacy Bridge's portfolio in Q2 2026, its #181 holding.
  • Legacy Bridge first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Legacy Bridge's iShares 0-5 Year TIPS Bond ETF position peaked at $234K in Q2 2021.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.