Garde Capital’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Garde Capital’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-27,845	Closed	-$1.45M	–	159
2016 Q3	$1.45M	Buy	+27,845	New	+$1.56M	0.46%	44
2015 Q4	–	Sell	-27,845	Closed	-$1.45M	–	147
2015 Q3	$1.45M	Sell	27,845 -37,559	-57%	-$2M	0.46%	44
2015 Q2	$3.59M	Sell	65,404 -11,400	-15%	-$632K	1.08%	22
2015 Q1	$4.19M	Buy	76,804 +1,595	+2%	+$88.6K	1.27%	20
2014 Q4	$4.28M	Buy	75,209 +3,470	+5%	+$203K	1.32%	17
2014 Q3	$4.21M	Buy	71,739 +3,343	+5%	+$205K	1.65%	15
2014 Q2	$4.24M	Buy	+68,396	New	+$4.18M	1.67%	15

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Bank of America

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

Fidelity Investments

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

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return