Essex Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

Essex Financial Services’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	-1,707	Closed	-$221K	–	526
2021 Q4	$221K	Buy	1,707 +17	+1%	+$2.19K	0.02%	454
2021 Q3	$216K	Sell	1,690 -342	-17%	-$44.1K	0.02%	428
2021 Q2	$255K	Hold	2,032	–	–	0.04%	366
2021 Q1	$255K	Sell	2,032 -2	-0.1%	-$253	0.05%	295
2020 Q4	$260K	Sell	2,034 -2	-0.1%	-$252	0.05%	262
2020 Q3	$258K	Buy	+2,036	New	+$256K	0.06%	233
2013 Q4	–	Sell	-5,739	Closed	-$646K	–	297
2013 Q3	$646K	Buy	5,739 +223	+4%	+$24.9K	0.2%	105
2013 Q2	$618K	Buy	+5,516	New	+$653K	0.22%	110

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Essex Financial Services's TIP Position: Q1 2022 in Review

Essex Financial Services sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 1,707 shares — an estimated $221K sold.

Essex Financial Services first reported a position in TIP in Q2 2013 and held it in 8 quarters. The position peaked at $646K in Q3 2013. 1,342 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

Essex Financial Services reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
Essex Financial Services sold 1,707 iShares TIPS Bond ETF shares in Q1 2022, an estimated $221K.
Essex Financial Services first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 8 quarters.
Essex Financial Services's iShares TIPS Bond ETF position peaked at $646K in Q3 2013.
1,342 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Essex Financial Services's 13F filing for Q1 2022, filed 21 Apr 2022.