IP
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Intellectus Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Intellectus Partners’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
2018
Q4 		– Sell
-550
Closed -$54K – 476
2018
Q3 		$54K Hold
550
– – 0.02% 340
2018
Q2 		$55K Hold
550
– – 0.02% 327
2018
Q1 		$55K Buy
+550
New +$54.9K 0.02% 329

Other funds holding STIP

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Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Intellectus Partners's STIP Position: Q4 2018 in Review

Intellectus Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2018, closing a stake of 550 shares — an estimated $54K sold.

Intellectus Partners first reported a position in STIP in Q1 2018 and held it in 3 quarters. The position peaked at $55K in Q2 2018. 222 funds tracked by Wall St. Rank hold STIP as of Q4 2018.

  • Intellectus Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Intellectus Partners sold 550 iShares 0-5 Year TIPS Bond ETF shares in Q4 2018, an estimated $54K.
  • Intellectus Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and held it in 3 quarters.
  • Intellectus Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $55K in Q2 2018.
  • 222 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.