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
2026
Q2 		$216K Buy
+1,965
New +$217K 0.03% 196

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Edge Advisors's TIP Position: Q2 2026 in Review

Legacy Edge Advisors opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 1,965 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings.

706 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Legacy Edge Advisors held 1,965 shares of iShares TIPS Bond ETF worth $216K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Legacy Edge Advisors position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #196 holding.
  • 706 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.