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Patriot Investment Management Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Patriot Investment Management Group’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
Q2 		$942K Sell
9,221
-195
-2% -$20.1K 0.05% 126
2026
Q1 		$974K Hold
9,416
– – 0.06% 120
2025
Q4 		$964K Buy
9,416
+1,569
+20% +$162K 0.06% 115
2025
Q3 		$811K Hold
7,847
– – 0.05% 125
2025
Q2 		$808K Hold
7,847
– – 0.06% 124
2025
Q1 		$812K Hold
7,847
– – 0.06% 121
2024
Q4 		$789K Buy
7,847
+833
+12% +$84K 0.06% 123
2024
Q3 		$711K Hold
7,014
– – 0.05% 131
2024
Q2 		$698K Buy
7,014
+1,670
+31% +$166K 0.05% 133
2024
Q1 		$531K Hold
5,344
– – 0.04% 156
2023
Q4 		$527K Hold
5,344
– – 0.04% 154
2023
Q3 		$518K Buy
5,344
+378
+8% +$36.7K 0.05% 151
2023
Q2 		$485K Sell
4,966
-369
-7% -$36.3K 0.04% 164
2023
Q1 		$529K Sell
5,335
-5,950
-53% -$582K 0.05% 159
2022
Q4 		$1.1M Buy
11,285
+902
+9% +$87.6K 0.1% 102
2022
Q3 		$997K Buy
10,383
+7,604
+274% +$762K 0.1% 103
2022
Q2 		$281K Buy
2,779
+450
+19% +$46.5K 0.03% 204
2022
Q1 		$244K Buy
+2,329
New +$245K 0.02% 233
2020
Q3 		– Sell
-295
Closed -$30.2K – 580
2020
Q2 		$30.2K Buy
+295
New +$29.9K ﹤0.01% 375

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SFA
Seneca Financial Advisors Rochester, New York $385M AUM 18.43% 1-Year Est. Return

Patriot Investment Management Group's STIP Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.1% in Q2 2026, selling an estimated $20.1K and leaving 9,221 shares worth $942K. The position accounts for 0.05% of the portfolio, ranked #126.

Patriot Investment Management Group first reported a position in STIP in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2022. 312 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Patriot Investment Management Group held 9,221 shares of iShares 0-5 Year TIPS Bond ETF worth $942K as of Q2 2026.
  • Patriot Investment Management Group sold 195 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $20.1K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Patriot Investment Management Group's portfolio in Q2 2026, its #126 holding.
  • Patriot Investment Management Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2020 and has held it in 19 quarters since.
  • Patriot Investment Management Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.1M in Q4 2022.
  • 312 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.