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NewSquare Capital’s iShares TIPS Bond ETF TIP Stock Holding History

NewSquare Capital’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 		– Sell
-62
Closed -$6.82K – 1131
2025
Q2 		$6.82K Buy
+62
New +$6.76K ﹤0.01% 740
2023
Q1 		– Sell
-33
Closed -$3.51K – 947
2022
Q4 		$3.51K Hold
33
– – ﹤0.01% 410
2022
Q3 		$3K Hold
33
– – ﹤0.01% 337
2022
Q2 		$4K Hold
33
– – ﹤0.01% 298
2022
Q1 		$4K Buy
+33
New +$4.15K ﹤0.01% 320
2020
Q4 		– Sell
-5
Closed -$1K – 383
2020
Q3 		$1K Hold
5
– – ﹤0.01% 320
2020
Q2 		$1K Hold
5
– – ﹤0.01% 359
2020
Q1 		$1K Sell
5
-1,015
-100% -$120K ﹤0.01% 339
2019
Q4 		$119K Buy
1,020
+670
+191% +$77.9K 0.02% 136
2019
Q3 		$41K Buy
+350
New +$40.6K 0.01% 150
2018
Q1 		– Sell
-17
Closed -$2K – 348
2017
Q4 		$2K Buy
+17
New +$1.93K ﹤0.01% 318
2015
Q3 		– Sell
-34
Closed -$4K – 352
2015
Q2 		$4K Hold
34
– – ﹤0.01% 277
2015
Q1 		$4K Hold
34
– – ﹤0.01% 247
2014
Q4 		$4K Sell
34
-66
-66% -$7.45K ﹤0.01% 256
2014
Q3 		$11K Buy
+100
New +$11.4K ﹤0.01% 240

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

NewSquare Capital's TIP Position: Q3 2025 in Review

NewSquare Capital sold out of iShares TIPS Bond ETF (TIP) in Q3 2025, closing a stake of 62 shares — an estimated $6.82K sold.

NewSquare Capital first reported a position in TIP in Q3 2014 and held it in 15 quarters. The position peaked at $119K in Q4 2019. 964 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • NewSquare Capital reported no remaining iShares TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 62 iShares TIPS Bond ETF shares in Q3 2025, an estimated $6.82K.
  • NewSquare Capital first reported a position in iShares TIPS Bond ETF in Q3 2014 and held it in 15 quarters.
  • NewSquare Capital's iShares TIPS Bond ETF position peaked at $119K in Q4 2019.
  • 964 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

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