Peak Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Peak Capital 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	-5,655	Closed	-$619K	–	35
2018 Q4	$619K	Sell	5,655 -300	-5%	-$32.8K	0.44%	29
2018 Q3	$650K	Buy	5,955 +363	+6%	+$40.5K	0.48%	29
2018 Q2	$631K	Buy	5,592 +790	+16%	+$88.7K	0.38%	43
2018 Q1	$543K	Buy	4,802 +688	+17%	+$77.4K	0.42%	27
2017 Q4	$467K	Hold	4,114	–	–	0.32%	47
2017 Q3	$467K	Sell	4,114 -2,183	-35%	-$249K	0.31%	47
2017 Q2	$714K	Buy	+6,297	New	+$720K	0.4%	60

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

Peak Capital Management's TIP Position: Q1 2019 in Review

Peak Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q1 2019, closing a stake of 5,655 shares — an estimated $619K sold.

Peak Capital Management first reported a position in TIP in Q2 2017 and held it in 7 quarters. The position peaked at $714K in Q2 2017. 825 funds tracked by Wall St. Rank hold TIP as of Q1 2019.

Peak Capital Management reported no remaining iShares TIPS Bond ETF position as of Q1 2019 after selling out during the quarter.
Peak Capital Management sold 5,655 iShares TIPS Bond ETF shares in Q1 2019, an estimated $619K.
Peak Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2017 and held it in 7 quarters.
Peak Capital Management's iShares TIPS Bond ETF position peaked at $714K in Q2 2017.
825 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2019.

Based on Peak Capital Management's 13F filing for Q1 2019, filed 28 May 2019.