Siligmueller & Norvid Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Siligmueller & Norvid Wealth 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	$1.69M	Buy	+15,226	New	+$1.68M	0.76%	38

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 $49B AUM 17.78% 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

Siligmueller & Norvid Wealth Advisors's TIP Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2025: 15,226 shares worth $1.69M. The stake represents 0.76% of the portfolio and ranks #38 among its holdings.

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

Siligmueller & Norvid Wealth Advisors held 15,226 shares of iShares TIPS Bond ETF worth $1.69M as of Q3 2025.
iShares TIPS Bond ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares TIPS Bond ETF made up 0.76% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #38 holding.
960 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.