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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return