EWM
Echo Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
5,138
+1,456
| +40% | +$150K | 0.32% | 32 |
|
|
2025
Q1 | $381K | Buy |
3,682
+668
| +22% | +$69.1K | 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% | -$98.4K | 0.21% | 36 |
|
|
2024
Q2 | $398K | Buy |
4,001
+40
| +1% | +$3.98K | 0.3% | 32 |
|
|
2024
Q1 | $394K | Buy |
3,961
+730
| +23% | +$72.6K | 0.33% | 31 |
|
|
2023
Q4 | $318K | Sell |
3,231
-5,437
| -63% | -$535K | 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% | -$201K | 0.93% | 22 |
|
|
2023
Q1 | $1.08M | Sell |
10,926
-29,109
| -73% | -$2.89M | 1.2% | 21 |
|
|
2022
Q4 | $3.9M | Buy |
40,035
+3,256
| +9% | +$317K | 4.16% | 9 |
|
|
2022
Q3 | $3.58M | Buy |
+36,779
| New | +$3.58M | 4.7% | 8 |
|