CFO
TIP icon

Collective Family Office’s iShares TIPS Bond ETF TIP Stock Holding History

Collective Family Office’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
2022
Q1 		– Sell
-1,775
Closed -$229K – 199
2021
Q4 		$229K Sell
1,775
-1,500
-46% -$193K 0.09% 172
2021
Q3 		$418K Sell
3,275
-300
-8% -$38.7K 0.18% 116
2021
Q2 		$458K Sell
3,575
-2,150
-38% -$273K 0.2% 113
2021
Q1 		$718K Buy
5,725
+1,475
+35% +$187K 0.35% 76
2020
Q4 		$543K Buy
+4,250
New +$536K 0.3% 83

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Collective Family Office's TIP Position: Q1 2022 in Review

Collective Family Office sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 1,775 shares — an estimated $229K sold.

Collective Family Office first reported a position in TIP in Q4 2020 and held it in 5 quarters. The position peaked at $718K in Q1 2021. 1,342 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Collective Family Office reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Collective Family Office sold 1,775 iShares TIPS Bond ETF shares in Q1 2022, an estimated $229K.
  • Collective Family Office first reported a position in iShares TIPS Bond ETF in Q4 2020 and held it in 5 quarters.
  • Collective Family Office's iShares TIPS Bond ETF position peaked at $718K in Q1 2021.
  • 1,342 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Collective Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.