Patten Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Patten 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	$494K	Buy	4,832 +505	+12%	+$52.1K	0.08%	224
2026 Q1	$448K	Sell	4,327 -2,453	-36%	-$253K	0.08%	211
2025 Q4	$694K	Sell	6,780 -13,480	-67%	-$1.39M	0.13%	164
2025 Q3	$2.09M	Buy	20,260 +7,564	+60%	+$780K	0.41%	73
2025 Q2	$1.31M	Buy	12,696 +582	+5%	+$59.7K	0.28%	106
2025 Q1	$1.25M	Buy	12,114 +4,036	+50%	+$411K	0.29%	102
2024 Q4	$813K	Buy	+8,078	New	+$814K	0.18%	145
2016 Q1	–	Sell	-20	Closed	-$1.98K	–	686
2015 Q4	$1.98K	Hold	20	–	–	﹤0.01%	641
2015 Q3	$1.99K	Hold	20	–	–	﹤0.01%	557
2015 Q2	$2K	Buy	+20	New	+$2K	﹤0.01%	562

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Patten Group's STIP Position: Q2 2026 in Review

Patten Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 12% in Q2 2026, buying an estimated $52.1K and bringing the position to 4,832 shares worth $494K. The position accounts for 0.08% of the portfolio, ranked #224.

Patten Group first reported a position in STIP in Q2 2015 and has held it in 10 quarters since. The position peaked at $2.09M in Q3 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Patten Group held 4,832 shares of iShares 0-5 Year TIPS Bond ETF worth $494K as of Q2 2026.
Patten Group bought 505 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $52.1K.
iShares 0-5 Year TIPS Bond ETF made up 0.08% of Patten Group's portfolio in Q2 2026, its #224 holding.
Patten Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2015 and has held it in 10 quarters since.
Patten Group's iShares 0-5 Year TIPS Bond ETF position peaked at $2.09M in Q3 2025.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.