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Legacy Wealth Management (Idaho)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		– Sell
-7
Closed -$717 – 1062
2025
Q4 		$717 Hold
7
– – ﹤0.01% 787
2025
Q3 		$724 Hold
7
– – ﹤0.01% 652
2025
Q2 		$721 Buy
+7
New +$718 ﹤0.01% 625

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Legacy Wealth Management (Idaho)'s STIP Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 7 shares — an estimated $717 sold.

Legacy Wealth Management (Idaho) first reported a position in STIP in Q2 2025 and held it in 3 quarters. The position peaked at $724 in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 7 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $717.
  • Legacy Wealth Management (Idaho) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s iShares 0-5 Year TIPS Bond ETF position peaked at $724 in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.