Brave Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Brave Asset Management’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
2018 Q4	–	Sell	-12,413	Closed	-$1.37M	–	167
2018 Q3	$1.37M	Sell	12,413 -1,193	-9%	-$133K	0.7%	43
2018 Q2	$1.54M	Sell	13,606 -298	-2%	-$33.4K	0.89%	41
2018 Q1	$1.57M	Sell	13,904 -35	-0.3%	-$3.94K	0.95%	38
2017 Q4	$1.59M	Sell	13,939 -574	-4%	-$65.3K	0.83%	41
2017 Q3	$1.65M	Buy	14,513 +2,494	+21%	+$284K	0.86%	38
2017 Q2	$1.36M	Buy	12,019 +5,666	+89%	+$647K	0.73%	42
2017 Q1	$728K	Buy	6,353 +105	+2%	+$12K	0.43%	67
2016 Q4	$707K	Buy	6,248 +6,196	+11,915%	+$707K	0.45%	65
2016 Q3	$6K	Hold	52	–	–	﹤0.01%	348
2016 Q2	$6K	Hold	52	–	–	﹤0.01%	358
2016 Q1	$6K	Hold	52	–	–	﹤0.01%	379
2015 Q4	$6K	Hold	52	–	–	﹤0.01%	387
2015 Q3	$6K	Hold	52	–	–	﹤0.01%	378
2015 Q2	$6K	Hold	52	–	–	﹤0.01%	393
2015 Q1	$6K	Hold	52	–	–	﹤0.01%	388
2014 Q4	$6K	Hold	52	–	–	﹤0.01%	388
2014 Q3	$6K	Hold	52	–	–	﹤0.01%	390
2014 Q2	$6K	Hold	52	–	–	﹤0.01%	399
2014 Q1	$6K	Hold	52	–	–	﹤0.01%	388
2013 Q4	$6K	Buy	+52	New	+$5.8K	﹤0.01%	386

Other funds holding TIP

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brave Asset Management's TIP Position: Q4 2018 in Review

Brave Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2018, closing a stake of 12,413 shares — an estimated $1.37M sold.

Brave Asset Management first reported a position in TIP in Q4 2013 and held it in 20 quarters. The position peaked at $1.65M in Q3 2017. 802 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

Brave Asset Management reported no remaining iShares TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
Brave Asset Management sold 12,413 iShares TIPS Bond ETF shares in Q4 2018, an estimated $1.37M.
Brave Asset Management first reported a position in iShares TIPS Bond ETF in Q4 2013 and held it in 20 quarters.
Brave Asset Management's iShares TIPS Bond ETF position peaked at $1.65M in Q3 2017.
802 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on Brave Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.