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

Crabel Capital Management’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
2019 Q3	–	Sell	-3,030	Closed	-$305K	–	194
2019 Q2	$305K	Sell	3,030 -1,197	-28%	-$120K	0.17%	71
2019 Q1	$421K	Hold	4,227	–	–	0.46%	17
2018 Q4	$414K	Hold	4,227	–	–	0.44%	17
2018 Q3	$418K	Buy	4,227 +612	+17%	+$60.6K	0.19%	38
2018 Q2	$360K	Buy	+3,615	New	+$360K	0.2%	42

Other funds holding STIP

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Crabel Capital Management's STIP Position: Q3 2019 in Review

Crabel Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2019, closing a stake of 3,030 shares — an estimated $305K sold.

Crabel Capital Management first reported a position in STIP in Q2 2018 and held it in 5 quarters. The position peaked at $421K in Q1 2019. 229 funds tracked by Wall St. Rank hold STIP as of Q3 2019.

Crabel Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
Crabel Capital Management sold 3,030 iShares 0-5 Year TIPS Bond ETF shares in Q3 2019, an estimated $305K.
Crabel Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and held it in 5 quarters.
Crabel Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $421K in Q1 2019.
229 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2019.

Based on Crabel Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.