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

CVA 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
2023
Q1 		– Sell
-13,947
Closed -$1.48M – 1007
2022
Q4 		$1.48M Sell
13,947
-1,234
-8% -$132K 0.36% 53
2022
Q3 		$1.59M Sell
15,181
-350
-2% -$39.6K 0.43% 53
2022
Q2 		$1.77M Sell
15,531
-627
-4% -$74.4K 0.48% 45
2022
Q1 		$2.01M Buy
16,158
+1,192
+8% +$150K 0.48% 41
2021
Q4 		$1.93M Buy
14,966
+12,450
+495% +$1.61M 0.48% 44
2021
Q3 		$318K Sell
2,516
-7,721
-75% -$996K 0.23% 72
2021
Q2 		$1.31M Buy
10,237
+6,269
+158% +$796K 0.37% 48
2021
Q1 		$498K Buy
3,968
+1,238
+45% +$157K 0.19% 75
2020
Q4 		$348K Buy
2,730
+214
+9% +$27K 0.21% 71
2020
Q3 		$318K Buy
2,516
+200
+9% +$25.1K 0.23% 72
2020
Q2 		$285K Buy
2,316
+52
+2% +$6.32K 0.23% 66
2020
Q1 		$267K Buy
2,264
+496
+28% +$58.4K 0.27% 64
2019
Q4 		$206K Buy
+1,768
New +$206K 0.19% 78

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CVA Family Office's TIP Position: Q1 2023 in Review

CVA Family Office sold out of iShares TIPS Bond ETF (TIP) in Q1 2023, closing a stake of 13,947 shares — an estimated $1.48M sold.

CVA Family Office first reported a position in TIP in Q4 2019 and held it in 13 quarters. The position peaked at $2.01M in Q1 2022. 1,113 funds tracked by Wall St. Rank hold TIP as of Q1 2023.

  • CVA Family Office reported no remaining iShares TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • CVA Family Office sold 13,947 iShares TIPS Bond ETF shares in Q1 2023, an estimated $1.48M.
  • CVA Family Office first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 13 quarters.
  • CVA Family Office's iShares TIPS Bond ETF position peaked at $2.01M in Q1 2022.
  • 1,113 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2023.

Based on CVA Family Office's 13F filing for Q1 2023, filed 27 Apr 2023.