Guerra Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Guerra Advisors’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
2025 Q3	$103	Buy	+1	New	+$103	﹤0.01%	879

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RWM

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

MWM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guerra Advisors's STIP Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025: 1 share worth $103. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings.

766 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

Guerra Advisors held 1 share of iShares 0-5 Year TIPS Bond ETF worth $103 as of Q3 2025.
iShares 0-5 Year TIPS Bond ETF was a new Guerra Advisors position in Q3 2025.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #879 holding.
766 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.