Echo Wealth Management
STIP icon

Echo Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Echo Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,119
Closed -$216K – 50
2026
Q2 		$216K Buy
+2,119
New +$219K 0.11% 47
2025
Q4 		– Sell
-5,334
Closed -$551K – 48
2025
Q3 		$551K Buy
5,334
+196
+4% +$20.2K 0.32% 29
2025
Q2 		$529K Buy
5,138
+1,456
+40% +$149K 0.32% 32
2025
Q1 		$381K Buy
3,682
+668
+22% +$68.1K 0.26% 35
2024
Q4 		$303K Sell
3,014
-11
-0.4% -$1.11K 0.21% 38
2024
Q3 		$305K Sell
3,025
-976
-24% -$97.8K 0.21% 36
2024
Q2 		$398K Buy
4,001
+40
+1% +$3.97K 0.3% 32
2024
Q1 		$394K Buy
3,961
+730
+23% +$72.1K 0.33% 31
2023
Q4 		$318K Sell
3,231
-5,437
-63% -$530K 0.3% 34
2023
Q3 		$840K Sell
8,668
-195
-2% -$18.9K 0.9% 23
2023
Q2 		$862K Sell
8,863
-2,063
-19% -$203K 0.93% 22
2023
Q1 		$1.08M Sell
10,926
-29,109
-73% -$2.85M 1.2% 21
2022
Q4 		$3.9M Buy
40,035
+3,256
+9% +$316K 4.16% 9
2022
Q3 		$3.58M Buy
+36,779
New +$3.68M 4.7% 8

Other funds holding STIP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
M. Kulyk & Associates
M. Kulyk & Associates Decatur, Georgia $599M AUM 17.11% 1-Year Est. Return

Echo Wealth Management's STIP Position: Q3 2026 in Review

Echo Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026, closing a stake of 2,119 shares — an estimated $216K sold.

Echo Wealth Management first reported a position in STIP in Q3 2022 and held it in 14 quarters. The position peaked at $3.9M in Q4 2022. 587 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Echo Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Echo Wealth Management sold 2,119 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $216K.
  • Echo Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 14 quarters.
  • Echo Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $3.9M in Q4 2022.
  • 587 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.