EA
Echo45 Advisors’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 | $3.93M | Sell |
38,224
-348
| -0.9% | -$35.8K | 2.48% | 14 |
|
|
2025
Q1 | $3.99M | Sell |
38,572
-781
| -2% | -$80.8K | 2.67% | 13 |
|
|
2024
Q4 | $3.96M | Sell |
39,353
-70,379
| -64% | -$7.08M | 2.6% | 13 |
|
|
2024
Q3 | $11.1M | Buy |
109,732
+3,286
| +3% | +$332K | 7.22% | 3 |
|
|
2024
Q2 | $10.6M | Buy |
106,446
+7,621
| +8% | +$758K | 7.44% | 3 |
|
|
2024
Q1 | $9.83M | Buy |
98,825
+2,515
| +3% | +$250K | 7.07% | 4 |
|
|
2023
Q4 | $9.5M | Sell |
96,310
-15,355
| -14% | -$1.51M | 7.31% | 4 |
|
|
2023
Q3 | $10.8M | Sell |
111,665
-155
| -0.1% | -$15K | 9.18% | 4 |
|
|
2023
Q2 | $10.9M | Sell |
111,820
-1,152
| -1% | -$112K | 9% | 4 |
|
|
2023
Q1 | $11.2M | Buy |
112,972
+60,671
| +116% | +$6.02M | 9.3% | 4 |
|
|
2022
Q4 | $5.07M | Buy |
52,301
+3,053
| +6% | +$296K | 4.54% | 9 |
|
|
2022
Q3 | $4.73M | Buy |
+49,248
| New | +$4.73M | 4.8% | 9 |
|