Antonetti Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Antonetti Capital Management’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$9.85K	Hold	95	–	–	0.02%	203
2023 Q2	$10.2K	Hold	95	–	–	0.01%	219
2023 Q1	$10.5K	Hold	95	–	–	0.02%	214
2022 Q4	$10.1K	Hold	95	–	–	0.01%	221
2022 Q3	$10K	Hold	95	–	–	0.01%	219
2022 Q2	$11K	Hold	95	–	–	0.01%	218
2022 Q1	$12K	Hold	95	–	–	0.01%	242
2021 Q4	$12K	Hold	95	–	–	0.01%	289
2021 Q3	$12K	Buy	+95	New	+$12.2K	0.01%	297
2014 Q3	$27K	Hold	243	–	–	0.05%	66
2014 Q2	$28K	Sell	243 -500	-67%	-$56.9K	0.02%	129
2014 Q1	$83K	Hold	743	–	–	0.07%	87
2013 Q4	$82K	Hold	743	–	–	0.07%	94
2013 Q3	$84K	Sell	743 -300	-29%	-$33.5K	0.09%	118
2013 Q2	$117K	Buy	+1,043	New	+$123K	0.13%	103

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Antonetti Capital Management's TIP Position: Q3 2023 in Review

Antonetti Capital Management held its iShares TIPS Bond ETF (TIP) position steady in Q3 2023 at 95 shares worth $9.85K. The position accounts for 0.02% of the portfolio, ranked #203.

Antonetti Capital Management first reported a position in TIP in Q2 2013 and has held it in 15 quarters since. The position peaked at $117K in Q2 2013. 1,099 funds tracked by Wall St. Rank hold TIP as of Q3 2023.

Antonetti Capital Management held 95 shares of iShares TIPS Bond ETF worth $9.85K as of Q3 2023.
Antonetti Capital Management left its iShares TIPS Bond ETF share count unchanged in Q3 2023.
iShares TIPS Bond ETF made up 0.02% of Antonetti Capital Management's portfolio in Q3 2023, its #203 holding.
Antonetti Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's iShares TIPS Bond ETF position peaked at $117K in Q2 2013.
1,099 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.