JWA
ITIP

JFS Wealth Advisors’s ISHARES TR INTL INFLATION LKD BD ETF ITIP Stock Holding History

JFS Wealth Advisors’s Portfolio ITIP Stock Details ITIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-536
Closed -$24K – 558
2014
Q4 		$24K Buy
536
+11
+2% +$493 ﹤0.01% 271
2014
Q3 		$24K Buy
+525
New +$24K ﹤0.01% 245