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 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Echo Wealth Management's STIP Position: Q2 2026 in Review

Echo Wealth Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,119 shares worth $216K. The stake represents 0.11% of the portfolio and ranks #47 among its holdings. This is a return to the name: Echo Wealth Management previously reported a position in STIP as recently as Q3 2025.

Echo Wealth Management first reported a position in STIP in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.9M in Q4 2022. 385 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Echo Wealth Management held 2,119 shares of iShares 0-5 Year TIPS Bond ETF worth $216K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Echo Wealth Management position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.11% of Echo Wealth Management's portfolio in Q2 2026, its #47 holding.
Echo Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 14 quarters since.
Echo Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $3.9M in Q4 2022.
385 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.