Ownership history in Echo Wealth Management, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Echo Wealth Management, LLC reported a position in ISHARES TR (STIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Echo Wealth Management, LLC underperformed the S&P 500 by β17.9% annually on this STIP position. Timing score: 67% (8/12 decisions correct). Average cost basis: $87.86. Maximum drawdown during holding period: β0.6%.
β Significantly underperformed the S&P 500 by 17.9% ann.
12 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 12 add/trim decisions correct
Best entry: $86.95 (2022 Q3) Β· Worst: $102.02 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 6 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.32% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size