NewSquare Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

NewSquare Capital’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	–	Sell	-80	Closed	-$8.23K	–	1101
2025 Q2	$8.23K	Hold	80	–	–	﹤0.01%	701
2025 Q1	$8.28K	Buy	+80	New	+$8.15K	﹤0.01%	587
2015 Q3	–	Sell	-8	Closed	-$1K	–	351
2015 Q2	$1K	Hold	8	–	–	﹤0.01%	340
2015 Q1	$1K	Hold	8	–	–	﹤0.01%	312
2014 Q4	$1K	Sell	8 -37	-82%	-$3.71K	﹤0.01%	317
2014 Q3	$5K	Buy	+45	New	+$4.57K	﹤0.01%	265

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewSquare Capital's STIP Position: Q3 2025 in Review

NewSquare Capital sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 80 shares — an estimated $8.23K sold.

NewSquare Capital first reported a position in STIP in Q3 2014 and held it in 6 quarters. The position peaked at $8.28K in Q1 2025. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

NewSquare Capital reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 80 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $8.23K.
NewSquare Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2014 and held it in 6 quarters.
NewSquare Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $8.28K in Q1 2025.
768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.