Catamount Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Catamount Wealth 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
2019 Q1	–	Sell	-17	Closed	-$2K	–	212
2018 Q4	$2K	Buy	+17	New	+$1.86K	﹤0.01%	190
2017 Q1	–	Sell	-12	Closed	-$1K	–	181
2016 Q4	$1K	Buy	+12	New	+$1.37K	﹤0.01%	158
2015 Q3	–	Sell	-12	Closed	-$1K	–	193
2015 Q2	$1K	Hold	12	–	–	﹤0.01%	190
2015 Q1	$1K	Buy	+12	New	+$1.36K	﹤0.01%	159

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Catamount Wealth Management's TIP Position: Q1 2019 in Review

Catamount Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2019, closing a stake of 17 shares — an estimated $2K sold.

Catamount Wealth Management first reported a position in TIP in Q1 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2018. 825 funds tracked by Wall St. Rank hold TIP as of Q1 2019.

Catamount Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q1 2019 after selling out during the quarter.
Catamount Wealth Management sold 17 iShares TIPS Bond ETF shares in Q1 2019, an estimated $2K.
Catamount Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2015 and held it in 4 quarters.
Catamount Wealth Management's iShares TIPS Bond ETF position peaked at $2K in Q4 2018.
825 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.