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iShares Barclays TIPS Bond Fund shares owned by Legacy Wealth Partners

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Legacy Wealth Partners from 13F filings

Historical chart of Legacy Wealth Partners investment in iShares Barclays TIPS Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays TIPS Bond Fund held by Legacy Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Legacy Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.3M 30k 109.43

More positions owned by Legacy Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Broad Usd High (USHY)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core 60 Bala Etf (AOR)

View all positions for Legacy Wealth Partners

Top funds holding iShares Barclays TIPS Bond Fund

Bank of America Corporation
FMR
Morgan Stanley
BlackRock
Prudential Financial
Envestnet Asset Management
Sumitomo Life Insurance
Mather Group
UBS Group
LPL Financial
Wells Fargo & Company
CI Investments
Ameriprise Financial
GenTrust
Assetmark

View all funds holding iShares Barclays TIPS Bond Fund