Antonetti Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Antonetti Capital Management’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
2014 Q3	$27K	Hold	273	–	–	0.05%	65
2014 Q2	$28K	Hold	273	–	–	0.02%	128
2014 Q1	$28K	Hold	273	–	–	0.02%	139
2013 Q4	$28K	Sell	273 -300	-52%	-$30.4K	0.03%	152
2013 Q3	$58K	Hold	573	–	–	0.06%	148
2013 Q2	$58K	Buy	+573	New	+$58.5K	0.06%	152

Other funds holding STIP

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Antonetti Capital Management's STIP Position: Q3 2014 in Review

Antonetti Capital Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2014 at 273 shares worth $27K. The position accounts for 0.05% of the portfolio, ranked #65.

Antonetti Capital Management first reported a position in STIP in Q2 2013 and has held it in 6 quarters since. The position peaked at $58K in Q3 2013. 66 funds tracked by Wall St. Rank hold STIP as of Q3 2014.

Antonetti Capital Management held 273 shares of iShares 0-5 Year TIPS Bond ETF worth $27K as of Q3 2014.
Antonetti Capital Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2014.
iShares 0-5 Year TIPS Bond ETF made up 0.05% of Antonetti Capital Management's portfolio in Q3 2014, its #65 holding.
Antonetti Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and has held it in 6 quarters since.
Antonetti Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $58K in Q3 2013.
66 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2014.

Based on Antonetti Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.