Echo45 Advisors
STIP icon

Echo45 Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Echo45 Advisors’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 		$3.78M Buy
37,882
+1,371
+4% +$138K 1.72% 20
2026
Q2 		$3.73M Buy
36,511
+213
+0.6% +$22K 1.93% 19
2026
Q1 		$3.75M Buy
36,298
+1,109
+3% +$114K 2.11% 18
2025
Q4 		$3.6M Sell
35,189
-5,138
-13% -$529K 2.06% 18
2025
Q3 		$4.17M Buy
40,327
+2,103
+6% +$217K 2.44% 14
2025
Q2 		$3.93M Sell
38,224
-348
-0.9% -$35.7K 2.48% 14
2025
Q1 		$3.99M Sell
38,572
-781
-2% -$79.6K 2.67% 13
2024
Q4 		$3.96M Sell
39,353
-70,379
-64% -$7.09M 2.6% 13
2024
Q3 		$11.1M Buy
109,732
+3,286
+3% +$329K 7.22% 3
2024
Q2 		$10.6M Buy
106,446
+7,621
+8% +$756K 7.44% 3
2024
Q1 		$9.8M Buy
98,825
+2,515
+3% +$249K 7.07% 4
2023
Q4 		$9.5M Sell
96,310
-15,355
-14% -$1.5M 7.31% 4
2023
Q3 		$10.8M Sell
111,665
-155
-0.1% -$15.1K 9.18% 4
2023
Q2 		$10.9M Sell
111,820
-1,152
-1% -$113K 9% 4
2023
Q1 		$11.2M Buy
112,972
+60,671
+116% +$5.93M 9.3% 4
2022
Q4 		$5.07M Buy
52,301
+3,053
+6% +$297K 4.54% 9
2022
Q3 		$4.73M Buy
+49,248
New +$4.93M 4.8% 9

Other funds holding STIP

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
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Echo45 Advisors's STIP Position: Q3 2026 in Review

Echo45 Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.8% in Q3 2026, buying an estimated $138K and bringing the position to 37,882 shares worth $3.78M. The position accounts for 1.72% of the portfolio, ranked #20.

Echo45 Advisors first reported a position in STIP in Q3 2022 and has held it in 17 quarters since. The position peaked at $11.2M in Q1 2023. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Echo45 Advisors held 37,882 shares of iShares 0-5 Year TIPS Bond ETF worth $3.78M as of Q3 2026.
  • Echo45 Advisors bought 1,371 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $138K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.72% of Echo45 Advisors's portfolio in Q3 2026, its #20 holding.
  • Echo45 Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Echo45 Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $11.2M in Q1 2023.
  • 269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.