Legacy Bridge’s iShares TIPS Bond ETF TIP Stock Holding History

Legacy Bridge’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	$3.06K	Hold	28	–	–	﹤0.01%	304
2026 Q1	$3.09K	Hold	28	–	–	﹤0.01%	300
2025 Q4	$3.08K	Hold	28	–	–	﹤0.01%	393
2025 Q3	$3.12K	Hold	28	–	–	﹤0.01%	283
2025 Q2	$3.08K	Hold	28	–	–	﹤0.01%	274
2025 Q1	$3.11K	Hold	28	–	–	﹤0.01%	268
2024 Q4	$2.98K	Hold	28	–	–	﹤0.01%	283
2024 Q3	$3.09K	Hold	28	–	–	﹤0.01%	282
2024 Q2	$2.99K	Hold	28	–	–	﹤0.01%	277
2024 Q1	$3.01K	Hold	28	–	–	﹤0.01%	303
2023 Q4	$3.01K	Hold	28	–	–	﹤0.01%	285
2023 Q3	$2.9K	Hold	28	–	–	﹤0.01%	280
2023 Q2	$3.01K	Hold	28	–	–	﹤0.01%	283
2023 Q1	$3.09K	Hold	28	–	–	﹤0.01%	286
2022 Q4	$2.98K	Hold	28	–	–	﹤0.01%	296
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	281
2022 Q2	$3K	Sell	28 -99	-78%	-$11.7K	﹤0.01%	286
2022 Q1	$16K	Hold	127	–	–	0.01%	243
2021 Q4	$16K	Hold	127	–	–	0.01%	253
2021 Q3	$16K	Hold	127	–	–	0.01%	245
2021 Q2	$16K	Sell	127 -825	-87%	-$105K	0.01%	245
2021 Q1	$119K	Hold	952	–	–	0.08%	160
2020 Q4	$122K	Hold	952	–	–	0.09%	152
2020 Q3	$120K	Hold	952	–	–	0.11%	140
2020 Q2	$117K	Hold	952	–	–	0.13%	136
2020 Q1	$112K	Hold	952	–	–	0.14%	136
2019 Q4	$111K	Sell	952 -81	-8%	-$9.42K	0.09%	160
2019 Q3	$120K	Hold	1,033	–	–	0.11%	152
2019 Q2	$119K	Sell	1,033 -62	-6%	-$7.05K	0.11%	148
2019 Q1	$124K	Hold	1,095	–	–	0.13%	146
2018 Q4	$120K	Buy	+1,095	New	+$120K	0.15%	136

Other funds holding TIP

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Legacy Bridge's TIP Position: Q2 2026 in Review

Legacy Bridge held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 28 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Legacy Bridge first reported a position in TIP in Q4 2018 and has held it in 31 quarters since. The position peaked at $124K in Q1 2019. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Legacy Bridge held 28 shares of iShares TIPS Bond ETF worth $3.06K as of Q2 2026.
Legacy Bridge left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Legacy Bridge's portfolio in Q2 2026, its #304 holding.
Legacy Bridge first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 31 quarters since.
Legacy Bridge's iShares TIPS Bond ETF position peaked at $124K in Q1 2019.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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