EA
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
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 		$9.83M 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

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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Echo45 Advisors's STIP Position: Q2 2026 in Review

Echo45 Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.59% in Q2 2026, buying an estimated $22K and bringing the position to 36,511 shares worth $3.73M. The position accounts for 1.93% of the portfolio, ranked #19.

Echo45 Advisors first reported a position in STIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.2M in Q1 2023. 289 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Echo45 Advisors held 36,511 shares of iShares 0-5 Year TIPS Bond ETF worth $3.73M as of Q2 2026.
  • Echo45 Advisors bought 213 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $22K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.93% of Echo45 Advisors's portfolio in Q2 2026, its #19 holding.
  • Echo45 Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Echo45 Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $11.2M in Q1 2023.
  • 289 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.