STIP ISHARES TR

Ownership history in Echo45 Advisors LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Echo45 Advisors 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
9.3% (2023 Q1)
Avg. % of fund
5.58%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 35,189 -5,138 -12.7% 2.06% $3.6M $102.39
2025 Q3 ADDED 40,327 +2,103 +5.5% 2.44% $4.2M $102.02
2025 Q2 REDUCED 38,224 -348 -0.9% 2.48% $3.9M $100.45
2025 Q1 REDUCED 38,572 -781 -2.0% 2.67% $4.0M $99.46
2024 Q4 REDUCED 39,353 -70,379 -64.1% 2.60% $4.0M $96.57
2024 Q3 ADDED 109,732 +3,286 +3.1% 7.22% $11.1M $96.65
2024 Q2 ADDED 106,446 +7,621 +7.7% 7.44% $10.6M $94.30
2024 Q1 ADDED 98,825 +2,515 +2.6% 7.07% $9.8M $92.96
2023 Q4 REDUCED 96,310 -15,355 -13.8% 7.31% $9.5M $92.17
2023 Q3 REDUCED 111,665 -155 -0.1% 9.18% $10.8M $89.89
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STIP price (monthly, adj. close)
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