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

Legacy Wealth Partners (Colorado)’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
-15,512
Closed -$1.59M – 195
2025
Q4 		$1.59M Buy
+15,512
New +$1.6M 0.41% 37

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Legacy Wealth Partners (Colorado)'s STIP Position: Q1 2026 in Review

Legacy Wealth Partners (Colorado) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 15,512 shares — an estimated $1.59M sold.

Legacy Wealth Partners (Colorado) first reported a position in STIP in Q4 2025 and held it in 1 quarter. The position peaked at $1.59M in Q4 2025. 761 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 15,512 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.59M.
  • Legacy Wealth Partners (Colorado) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and held it in 1 quarter.
  • Legacy Wealth Partners (Colorado)'s iShares 0-5 Year TIPS Bond ETF position peaked at $1.59M in Q4 2025.
  • 761 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q1 2026, filed 17 Apr 2026.