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

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PCA
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Bank of America
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UBS Group
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LJAC
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Morgan Stanley
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DWM
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