SSA Swiss Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

SSA Swiss 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
2026 Q3	$5.71M	Sell	54,930 -1,738	-3%	-$186K	3.72%	6
2026 Q2	$6.2M	Buy	56,668 +1,426	+3%	+$158K	2.33%	10
2026 Q1	$6.1M	Buy	55,242 +6,335	+13%	+$701K	2.83%	6
2025 Q4	$5.38M	Sell	48,907 -13,308	-21%	-$1.48M	2.5%	11
2025 Q3	$6.92M	Buy	62,215 +216	+0.3%	+$23.9K	3.21%	6
2025 Q2	$6.81M	Sell	61,999 -2,140	-3%	-$233K	3.28%	4
2025 Q1	$7.12M	Buy	+64,139	New	+$6.97M	3.65%	4

Other funds holding TIP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

DRW Securities Chicago, Illinois $170B AUM 11.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SSA Swiss Advisors's TIP Position: Q3 2026 in Review

SSA Swiss Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 3.1% in Q3 2026, selling an estimated $186K and leaving 54,930 shares worth $5.71M. The position accounts for 3.72% of the portfolio, ranked #6.

SSA Swiss Advisors first reported a position in TIP in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.12M in Q1 2025. 894 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

SSA Swiss Advisors held 54,930 shares of iShares TIPS Bond ETF worth $5.71M as of Q3 2026.
SSA Swiss Advisors sold 1,738 iShares TIPS Bond ETF shares in Q3 2026, an estimated $186K.
iShares TIPS Bond ETF made up 3.72% of SSA Swiss Advisors's portfolio in Q3 2026, its #6 holding.
SSA Swiss Advisors first reported a position in iShares TIPS Bond ETF in Q1 2025 and has held it in 7 quarters since.
SSA Swiss Advisors's iShares TIPS Bond ETF position peaked at $7.12M in Q1 2025.
894 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on SSA Swiss Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.