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New Century Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

New Century Financial Group’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
2024
Q4 		– Sell
-1,869
Closed -$206K – 332
2024
Q3 		$206K Sell
1,869
-529
-22% -$57.5K 0.08% 303
2024
Q2 		$256K Buy
+2,398
New +$255K 0.11% 226

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

New Century Financial Group's TIP Position: Q4 2024 in Review

New Century Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 1,869 shares — an estimated $206K sold.

New Century Financial Group first reported a position in TIP in Q2 2024 and held it in 2 quarters. The position peaked at $256K in Q2 2024. 1,013 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

  • New Century Financial Group reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
  • New Century Financial Group sold 1,869 iShares TIPS Bond ETF shares in Q4 2024, an estimated $206K.
  • New Century Financial Group first reported a position in iShares TIPS Bond ETF in Q2 2024 and held it in 2 quarters.
  • New Century Financial Group's iShares TIPS Bond ETF position peaked at $256K in Q2 2024.
  • 1,013 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.