TIP — ISHARES TR

Ownership history in Patten Group, Inc.  ·  36 quarters on record

This page tracks every 13F SEC filing in which Patten Group, Inc. reported a position in ISHARES TR (TIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.18% (2025 Q4)
Avg. % of fund
0.17%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 57,946 +7,268 +14.3% 1.18% $6.4M $109.91
2025 Q3 ADDED 50,678 +27,963 +123.1% 1.10% $5.6M $110.00
2025 Q2 ADDED 22,715 +9,685 +74.3% 0.53% $2.5M $107.79
2025 Q1 ADDED 13,030 +10,955 +528.0% 0.33% $1.4M $107.33
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TIP price (monthly, adj. close)

Other funds also holding TIP

As of 2025 Q4 — sorted by position size

Vinland Capital Management Gestora de Recursos LTDA. 27.68% Vinland Capital Management Gestora de Recursos LTDA. 20.48% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 19.84% MARTIN & CO INC /TN/ 3Y 7Y 11.97% DORVAL Corp 6.14% Wealth Forward, LLC 5.76% Cypress Capital, LLC 3Y 7Y 5.09% MUSTICO FINANCIAL GROUP, INC. 5.06% Arbor Investment Advisors, LLC 3Y 7Y 4.71% Ameraudi Asset Management, Inc. 3Y 4.7%
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