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My Legacy Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

My Legacy Advisors’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 		$818K Buy
+7,970
New +$818K 0.29% 97

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

My Legacy Advisors's STIP Position: Q2 2025 in Review

My Legacy Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025: 7,970 shares worth $818K. The stake represents 0.29% of the portfolio and ranks #97 among its holdings.

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

  • My Legacy Advisors held 7,970 shares of iShares 0-5 Year TIPS Bond ETF worth $818K as of Q2 2025.
  • iShares 0-5 Year TIPS Bond ETF was a new My Legacy Advisors position in Q2 2025.
  • iShares 0-5 Year TIPS Bond ETF made up 0.29% of My Legacy Advisors's portfolio in Q2 2025, its #97 holding.
  • 755 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.