PIMG
TIP icon

Patriot Investment Management Group’s iShares TIPS Bond ETF TIP Stock Holding History

Patriot Investment Management Group’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 		$1.05M Hold
9,577
– – 0.06% 119
2026
Q1 		$1.06M Sell
9,577
-219
-2% -$24.2K 0.07% 108
2025
Q4 		$1.08M Sell
9,796
-569
-5% -$63.1K 0.07% 108
2025
Q3 		$1.15M Sell
10,365
-11
-0.1% -$1.22K 0.08% 108
2025
Q2 		$1.14M Sell
10,376
-944
-8% -$103K 0.08% 104
2025
Q1 		$1.26M Sell
11,320
-298
-3% -$32.4K 0.09% 92
2024
Q4 		$1.24M Sell
11,618
-609
-5% -$65.9K 0.09% 95
2024
Q3 		$1.35M Buy
12,227
+178
+1% +$19.3K 0.1% 91
2024
Q2 		$1.29M Sell
12,049
-150
-1% -$15.9K 0.1% 89
2024
Q1 		$1.31M Sell
12,199
-608
-5% -$65K 0.1% 86
2023
Q4 		$1.38M Sell
12,807
-6,010
-32% -$628K 0.12% 86
2023
Q3 		$1.95M Sell
18,817
-2,315
-11% -$245K 0.18% 62
2023
Q2 		$2.27M Sell
21,132
-6,009
-22% -$654K 0.19% 64
2023
Q1 		$2.99M Buy
27,141
+198
+0.7% +$21.4K 0.26% 48
2022
Q4 		$2.94M Buy
26,943
+487
+2% +$52K 0.26% 51
2022
Q3 		$2.77M Sell
26,456
-2,737
-9% -$310K 0.29% 51
2022
Q2 		$3.33M Buy
29,193
+2,816
+11% +$334K 0.32% 46
2022
Q1 		$3.29M Buy
26,377
+2,925
+12% +$368K 0.28% 47
2021
Q4 		$3.03M Buy
23,452
+4,603
+24% +$594K 0.26% 48
2021
Q3 		$2.41M Buy
18,849
+2,046
+12% +$264K 0.22% 54
2021
Q2 		$2.15M Buy
16,803
+2,541
+18% +$323K 0.2% 64
2021
Q1 		$1.79M Buy
+14,262
New +$1.81M 0.18% 68
2020
Q4 		– Sell
-11,532
Closed -$1.46M – 204
2020
Q3 		$1.46M Sell
11,532
-2,264
-16% -$284K 0.17% 68
2020
Q2 		$1.7M Buy
13,796
+3,312
+32% +$403K 0.21% 60
2020
Q1 		$1.24M Sell
10,484
-58
-0.6% -$6.83K 0.19% 70
2019
Q4 		$1.23M Buy
10,542
+406
+4% +$47.2K 0.16% 86
2019
Q3 		$1.19M Buy
10,136
+207
+2% +$24K 0.16% 82
2019
Q2 		$1.15M Sell
9,929
-422
-4% -$48K 0.16% 85
2019
Q1 		$1.17M Buy
+10,351
New +$1.15M 0.17% 78

Other funds holding TIP

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Patriot Investment Management Group held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 9,577 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #119.

Patriot Investment Management Group first reported a position in TIP in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.33M in Q2 2022. 313 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Patriot Investment Management Group held 9,577 shares of iShares TIPS Bond ETF worth $1.05M as of Q2 2026.
  • Patriot Investment Management Group left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up 0.06% of Patriot Investment Management Group's portfolio in Q2 2026, its #119 holding.
  • Patriot Investment Management Group first reported a position in iShares TIPS Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Patriot Investment Management Group's iShares TIPS Bond ETF position peaked at $3.33M in Q2 2022.
  • 313 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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