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Patton Albertson Miller Group’s iShares TIPS Bond ETF TIP Stock Holding History

Patton Albertson Miller 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 		$1.54M Sell
14,042
-74
-0.5% -$8.18K 0.15% 104
2026
Q1 		$1.56M Sell
14,116
-40
-0.3% -$4.43K 0.18% 98
2025
Q4 		$1.56M Buy
14,156
+3,846
+37% +$427K 0.18% 100
2025
Q3 		$1.15M Sell
10,310
-221
-2% -$24.4K 0.14% 110
2025
Q2 		$1.16M Sell
10,531
-1,723
-14% -$188K 0.15% 108
2025
Q1 		$1.36M Sell
12,254
-1,226
-9% -$133K 0.2% 102
2024
Q4 		$1.44M Sell
13,480
-6,059
-31% -$656K 0.19% 99
2024
Q3 		$2.16M Sell
19,539
-3,549
-15% -$386K 0.29% 82
2024
Q2 		$2.47M Sell
23,088
-2,089
-8% -$222K 0.35% 83
2024
Q1 		$2.7M Buy
25,177
+11,970
+91% +$1.28M 0.41% 81
2023
Q4 		$1.42M Sell
13,207
-3,648
-22% -$381K 0.24% 96
2023
Q3 		$1.75M Sell
16,855
-865
-5% -$91.5K 0.34% 89
2023
Q2 		$1.91M Sell
17,720
-647
-4% -$70.5K 0.37% 86
2023
Q1 		$2.02M Sell
18,367
-1,269
-6% -$137K 0.37% 89
2022
Q4 		$2.09M Sell
19,636
-11,789
-38% -$1.26M 0.38% 78
2022
Q3 		$3.3M Buy
31,425
+3,525
+13% +$399K 0.71% 48
2022
Q2 		$3.18M Buy
27,900
+674
+2% +$79.9K 0.65% 51
2022
Q1 		$3.39M Sell
27,226
-1,357
-5% -$171K 0.58% 58
2021
Q4 		$3.69M Buy
28,583
+5,486
+24% +$707K 0.6% 53
2021
Q3 		$2.95M Buy
23,097
+20,302
+726% +$2.62M 0.56% 63
2021
Q2 		$358K Sell
2,795
-100
-3% -$12.7K 0.08% 165
2021
Q1 		$363K Buy
2,895
+55
+2% +$6.96K 0.09% 163
2020
Q4 		$361K Buy
2,840
+39
+1% +$4.92K 0.09% 166
2020
Q3 		$354K Buy
2,801
+730
+35% +$91.7K 0.1% 165
2020
Q2 		$255K Sell
2,071
-87
-4% -$10.6K 0.07% 190
2020
Q1 		$254K Buy
2,158
+279
+15% +$32.9K 0.09% 191
2019
Q4 		$219K Buy
+1,879
New +$218K 0.06% 225
2018
Q4 		– Sell
-733
Closed -$80K – 254
2018
Q3 		$80K Buy
+733
New +$81.9K 0.04% 151
2018
Q2 		– Sell
-2,516
Closed -$284K – 123
2018
Q1 		$284K Sell
2,516
-3,157
-56% -$355K 0.13% 103
2017
Q4 		$647K Sell
5,673
-3,278
-37% -$373K 0.26% 88
2017
Q3 		$1.02M Sell
8,951
-484
-5% -$55.1K 0.44% 78
2017
Q2 		$1.07M Sell
9,435
-8,832
-48% -$1.01M 0.48% 70
2017
Q1 		$2.07M Buy
18,267
+4,714
+35% +$537K 0.86% 29
2016
Q4 		$1.53M Buy
13,553
+1,403
+12% +$160K 0.66% 42
2016
Q3 		$1.42M Buy
+12,150
New +$1.41M 0.62% 49

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patton Albertson Miller Group's TIP Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its iShares TIPS Bond ETF (TIP) stake by 0.52% in Q2 2026, selling an estimated $8.18K and leaving 14,042 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #104.

Patton Albertson Miller Group first reported a position in TIP in Q3 2016 and has held it in 35 quarters since. The position peaked at $3.69M in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Patton Albertson Miller Group held 14,042 shares of iShares TIPS Bond ETF worth $1.54M as of Q2 2026.
  • Patton Albertson Miller Group sold 74 iShares TIPS Bond ETF shares in Q2 2026, an estimated $8.18K.
  • iShares TIPS Bond ETF made up 0.15% of Patton Albertson Miller Group's portfolio in Q2 2026, its #104 holding.
  • Patton Albertson Miller Group first reported a position in iShares TIPS Bond ETF in Q3 2016 and has held it in 35 quarters since.
  • Patton Albertson Miller Group's iShares TIPS Bond ETF position peaked at $3.69M in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.