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 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 $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patten Group's STIP Position: Q1 2026 in Review

Patten Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 36% in Q1 2026, selling an estimated $253K and leaving 4,327 shares worth $448K. The position accounts for 0.08% of the portfolio, ranked #211.

Patten Group first reported a position in STIP in Q2 2015 and has held it in 9 quarters since. The position peaked at $2.09M in Q3 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Patten Group held 4,327 shares of iShares 0-5 Year TIPS Bond ETF worth $448K as of Q1 2026.
Patten Group sold 2,453 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $253K.
iShares 0-5 Year TIPS Bond ETF made up 0.08% of Patten Group's portfolio in Q1 2026, its #211 holding.
Patten Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2015 and has held it in 9 quarters since.
Patten Group's iShares 0-5 Year TIPS Bond ETF position peaked at $2.09M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.