Legacy Investment Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Legacy Investment Solutions’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
2025 Q2	$721	Buy	+7	New	+$718	﹤0.01%	625

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Investment Solutions's STIP Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025: 7 shares worth $721. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings.

755 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

Legacy Investment Solutions held 7 shares of iShares 0-5 Year TIPS Bond ETF worth $721 as of Q2 2025.
iShares 0-5 Year TIPS Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #625 holding.
755 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.