IP
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Intellectus Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Intellectus Partners’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-44
Closed -$5K – 317
2019
Q1 		$5K Buy
+44
New +$5.1K ﹤0.01% 401
2018
Q4 		– Sell
-9,827
Closed -$1.13M – 425
2018
Q3 		$1.13M Buy
9,827
+958
+11% +$110K 0.4% 71
2018
Q2 		$1.02M Buy
8,869
+8,825
+20,057% +$1.02M 0.37% 71
2018
Q1 		$5K Hold
44
– – ﹤0.01% 539
2017
Q4 		$5K Hold
44
– – ﹤0.01% 546
2017
Q3 		$5K Hold
44
– – ﹤0.01% 694
2017
Q2 		$5K Buy
+44
New +$5.26K ﹤0.01% 667

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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return