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Patriot Financial Group Insurance Agency’s iShares TIPS Bond ETF TIP Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$394K Sell
3,599
-3,397
-49% -$376K 0.04% 348
2026
Q1 		$772K Buy
6,996
+3,513
+101% +$389K 0.04% 348
2025
Q4 		$383K Buy
3,483
+19
+0.5% +$2.11K 0.05% 338
2025
Q3 		$385K Buy
3,464
+49
+1% +$5.41K 0.05% 334
2025
Q2 		$376K Buy
3,415
+19
+0.6% +$2.07K 0.04% 363
2025
Q1 		$377K Sell
3,396
-7
-0.2% -$760 0.05% 342
2024
Q4 		$363K Sell
3,403
-55
-2% -$5.95K 0.05% 334
2024
Q3 		$382K Sell
3,458
-511
-13% -$55.5K 0.05% 333
2024
Q2 		$424K Sell
3,969
-297
-7% -$31.6K 0.06% 299
2024
Q1 		$458K Sell
4,266
-905
-18% -$96.7K 0.07% 283
2023
Q4 		$556K Sell
5,171
-3,650
-41% -$382K 0.11% 230
2023
Q3 		$915K Buy
8,821
+1,139
+15% +$121K 0.19% 142
2023
Q2 		$827K Buy
7,682
+365
+5% +$39.7K 0.16% 161
2023
Q1 		$807K Buy
7,317
+2,061
+39% +$223K 0.16% 146
2022
Q4 		$559K Sell
5,256
-4,067
-44% -$434K 0.08% 189
2022
Q3 		$978K Sell
9,323
-2,924
-24% -$331K 0.24% 99
2022
Q2 		$1.4M Buy
12,247
+1,737
+17% +$206K 0.28% 73
2022
Q1 		$1.31M Buy
10,510
+2,007
+24% +$252K 0.23% 96
2021
Q4 		$1.1M Buy
8,503
+3,240
+62% +$418K 0.18% 122
2021
Q3 		$673K Buy
5,263
+2,020
+62% +$260K 0.12% 184
2021
Q2 		$415K Buy
3,243
+1,708
+111% +$217K 0.08% 268
2021
Q1 		$193K Buy
1,535
+441
+40% +$55.8K 0.04% 399
2020
Q4 		$140K Buy
1,094
+811
+287% +$102K 0.04% 419
2020
Q3 		$36K Buy
283
+41
+17% +$5.15K 0.01% 621
2020
Q2 		$30K Buy
242
+41
+20% +$4.99K 0.01% 641
2020
Q1 		$24K Sell
201
-300
-60% -$35.3K 0.01% 614
2019
Q4 		$58K Buy
501
+128
+34% +$14.9K 0.02% 452
2019
Q3 		$43K Hold
373
– – 0.02% 469
2019
Q2 		$43K Hold
373
– – 0.02% 463
2019
Q1 		$42K Sell
373
-53
-12% -$5.88K 0.02% 413
2018
Q4 		$47K Buy
426
+187
+78% +$20.4K 0.03% 336
2018
Q3 		$26K Sell
239
-299
-56% -$33.4K 0.02% 435
2018
Q2 		$61K Buy
+538
New +$60.4K 0.07% 165
2018
Q1 		– Sell
-44
Closed -$5K – 988
2017
Q4 		$5K Hold
44
– – ﹤0.01% 738
2017
Q3 		$5K Sell
44
-18
-29% -$2.05K ﹤0.01% 706
2017
Q2 		$7K Sell
62
-214
-78% -$24.5K 0.01% 619
2017
Q1 		$32K Buy
276
+177
+179% +$20.2K 0.03% 290
2016
Q4 		$11K Buy
+99
New +$11.3K 0.02% 450

Other funds holding TIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TIP Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares TIPS Bond ETF (TIP) stake by 49% in Q2 2026, selling an estimated $376K and leaving 3,599 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #348.

Patriot Financial Group Insurance Agency first reported a position in TIP in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.4M in Q2 2022. 613 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,599 shares of iShares TIPS Bond ETF worth $394K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,397 iShares TIPS Bond ETF shares in Q2 2026, an estimated $376K.
  • iShares TIPS Bond ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #348 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Patriot Financial Group Insurance Agency's iShares TIPS Bond ETF position peaked at $1.4M in Q2 2022.
  • 613 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.