Legacy Financial Group (Iowa)
TIP icon

Legacy Financial Group (Iowa)’s iShares TIPS Bond ETF TIP Stock Holding History

Legacy Financial Group (Iowa)’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
Q1 		– Sell
-2,739
Closed -$302K – 125
2025
Q4 		$302K Sell
2,739
-424
-13% -$47K 0.04% 99
2025
Q3 		$352K Sell
3,163
-495
-14% -$54.7K 0.05% 93
2025
Q2 		$403K Sell
3,658
-1,161
-24% -$127K 0.06% 87
2025
Q1 		$535K Sell
4,819
-1,476
-23% -$160K 0.08% 70
2024
Q4 		$671K Sell
6,295
-4,506
-42% -$488K 0.11% 63
2024
Q3 		$1.19M Sell
10,801
-102,886
-90% -$11.2M 0.23% 41
2024
Q2 		$12.1M Sell
113,687
-479
-0.4% -$50.9K 2.39% 13
2024
Q1 		$12.3M Buy
114,166
+105,825
+1,269% +$11.3M 2.48% 13
2023
Q4 		$897K Sell
8,341
-104,646
-93% -$10.9M 4.07% 8
2023
Q3 		$11.7M Buy
112,987
+2,369
+2% +$251K 2.76% 13
2023
Q2 		$11.9M Sell
110,618
-15,625
-12% -$1.7M 3.07% 13
2023
Q1 		$13.9M Sell
126,243
-8,917
-7% -$965K 3.81% 9
2022
Q4 		$14.4M Sell
135,160
-6,944
-5% -$742K 4.31% 6
2022
Q3 		$14.9M Buy
142,104
+480
+0.3% +$54.4K 4.98% 7
2022
Q2 		$16.1M Buy
141,624
+545
+0.4% +$64.6K 5.09% 7
2022
Q1 		$17.6M Buy
141,079
+64,955
+85% +$8.17M 5.15% 7
2021
Q4 		$9.66M Sell
76,124
-51,784
-40% -$6.68M 4.15% 8
2021
Q3 		$16.3M Buy
127,908
+13,804
+12% +$1.78M 4.89% 6
2021
Q2 		$14.6M Buy
114,104
+23,150
+25% +$2.94M 4.41% 7
2021
Q1 		$11.4M Buy
90,954
+11,045
+14% +$1.4M 3.97% 7
2020
Q4 		$10.2M Buy
+79,909
New +$10.1M 3.92% 6

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Group (Iowa)'s TIP Position: Q1 2026 in Review

Legacy Financial Group (Iowa) sold out of iShares TIPS Bond ETF (TIP) in Q1 2026, closing a stake of 2,739 shares — an estimated $302K sold.

Legacy Financial Group (Iowa) first reported a position in TIP in Q4 2020 and held it in 21 quarters. The position peaked at $17.6M in Q1 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Legacy Financial Group (Iowa) reported no remaining iShares TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 2,739 iShares TIPS Bond ETF shares in Q1 2026, an estimated $302K.
  • Legacy Financial Group (Iowa) first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 21 quarters.
  • Legacy Financial Group (Iowa)'s iShares TIPS Bond ETF position peaked at $17.6M in Q1 2022.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.