Essex Savings Bank’s iShares TIPS Bond ETF TIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,655
Closed -$191K 562
2019
Q2
$191K Sell
1,655
-723
-30% -$83.4K 0.07% 237
2019
Q1
$269K Sell
2,378
-404
-15% -$45.7K 0.15% 115
2018
Q4
$305K Buy
+2,782
New +$305K 0.19% 97