Legacy Financial Group (Iowa)
STIP icon

Legacy Financial Group (Iowa)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Legacy Financial Group (Iowa)’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 		$232K Buy
+2,272
New +$234K 0.03% 121
2025
Q4 		– Sell
-4,371
Closed -$452K – 124
2025
Q3 		$452K Buy
4,371
+633
+17% +$65.3K 0.06% 84
2025
Q2 		$385K Buy
+3,738
New +$383K 0.05% 90

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Legacy Financial Group (Iowa)'s STIP Position: Q2 2026 in Review

Legacy Financial Group (Iowa) opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,272 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #121 among its holdings. This is a return to the name: Legacy Financial Group (Iowa) previously reported a position in STIP as recently as Q3 2025.

Legacy Financial Group (Iowa) first reported a position in STIP in Q2 2025 and has held it in 3 quarters since. The position peaked at $452K in Q3 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Legacy Financial Group (Iowa) held 2,272 shares of iShares 0-5 Year TIPS Bond ETF worth $232K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Legacy Financial Group (Iowa) position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #121 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Legacy Financial Group (Iowa)'s iShares 0-5 Year TIPS Bond ETF position peaked at $452K in Q3 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.