EFS
TIP icon

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 -$646 – 297
2013
Q3 		$646 Buy
5,739
+223
+4% +$24.9K 0.2% 105
2013
Q2 		$618K Buy
+5,516
New +$653K 0.22% 110

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