iShares Trust - iShares 0-5 Year TIPS Bond ETF
US ˙ ARCA ˙ US46429B7477

SecuritySTIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership1,030 shares
Latest Disclosed Value $ 106,533
Legacy Bridge, LLC ownership in STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 1,030 shares of iShares Trust - iShares 0-5 Year TIPS Bond ETF (US:STIP) valued at $106,533 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,030 shares of iShares Trust - iShares 0-5 Year TIPS Bond ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $105,626 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 107 0.95 0.0406
2026-01-23 2025-12-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 105 -0.94 0.0428
2025-11-12 2025-09-30 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 106 0.95 0.0443
2025-08-06 2025-06-30 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 106 -0.94 0.0503
2025-05-08 2025-03-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 107 2.91 0.0595
2025-01-22 2024-12-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 104 -0.96 0.0540
2024-11-07 2024-09-30 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 104 1.96 0.0562
2024-08-06 2024-06-30 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 102 0.00 0.0604
2024-04-25 2024-03-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 102 0.99 0.0599
2024-01-17 2023-12-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 102 2.02 0.0658
2023-10-11 2023-09-30 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 100 -1.00 0.0712
2023-07-11 2023-06-30 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 101 -1.96 0.0671
2023-04-24 2023-03-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 102 3.03 0.0713
2023-01-11 2022-12-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 100 0.00 0.0710
2022-11-02 2022-09-30 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 99 -4.81 0.0790
2022-07-21 2022-06-30 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 104 -3.70 0.0768
2022-04-28 2022-03-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 0 0.00 108 -0.92 0.0631
2022-01-18 2021-12-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 1,030 -1,170 -53.18 109 -53.02 0.0568
2021-10-26 2021-09-30 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 2,200 0 0.00 232 -0.85 0.1337
2021-08-03 2021-06-30 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 2,200 0 0.00 234 0.43 0.1323
2021-04-29 2021-03-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 2,200 0 0.00 233 1.30 0.1508
2021-02-02 2020-12-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 2,200 0 0.00 230 0.44 0.1667
2020-10-19 2020-09-30 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 2,200 0 0.00 229 1.78 0.2091
2020-08-04 2020-06-30 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 2,200 0 0.00 225 2.27 0.2476
2020-05-01 2020-03-31 13F/A-1 ISHARES TR 0-5 YR TIPS ETF 46429B747 2,200 0 0.00 220 -0.90 0.2771
2020-04-09 2020-03-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 2,200 0 220 279,053.2484
2020-02-04 2019-12-31 13F ISHARES TR 0-5 YR TIPS ETF 46429B747 2,200 2,200 222 0.1843
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.