Guerra Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Guerra Advisors’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
2025 Q3	$1.78K	Buy	+16	New	+$1.77K	﹤0.01%	556

Other funds holding TIP

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Guerra Advisors's TIP Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2025: 16 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings.

961 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

Guerra Advisors held 16 shares of iShares TIPS Bond ETF worth $1.78K as of Q3 2025.
iShares TIPS Bond ETF was a new Guerra Advisors position in Q3 2025.
iShares TIPS Bond ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #556 holding.
961 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

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