LEA
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Legacy Edge Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Legacy Edge Advisors’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
2025
Q3 		– Sell
-1,965
Closed -$216K – 214
2025
Q2 		$216K Buy
+1,965
New +$214K 0.03% 196

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Legacy Edge Advisors's TIP Position: Q3 2025 in Review

Legacy Edge Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 1,965 shares — an estimated $216K sold.

Legacy Edge Advisors first reported a position in TIP in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Legacy Edge Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Edge Advisors sold 1,965 iShares TIPS Bond ETF shares in Q3 2025, an estimated $216K.
  • Legacy Edge Advisors first reported a position in iShares TIPS Bond ETF in Q2 2025 and held it in 1 quarter.
  • Legacy Edge Advisors's iShares TIPS Bond ETF position peaked at $216K in Q2 2025.
  • 964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Legacy Edge Advisors's 13F filing for Q3 2025, filed 26 Aug 2026.