Cornerstone Financial Group
STIP icon

Cornerstone Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cornerstone Financial Group’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 		$6.36M Buy
63,745
+4,604
+8% +$464K 3.68% 7
2026
Q2 		$6.04M Buy
59,141
+3,181
+6% +$328K 3.72% 8
2026
Q1 		$5.8M Buy
55,960
+1,717
+3% +$177K 3.72% 8
2025
Q4 		$5.55M Buy
54,243
+4,989
+10% +$514K 3.88% 8
2025
Q3 		$5.09M Buy
49,254
+973
+2% +$100K 3.94% 7
2025
Q2 		$4.97M Buy
48,281
+722
+2% +$74.1K 4.23% 6
2025
Q1 		$4.86M Buy
47,559
+325
+0.7% +$33.1K 4.37% 4
2024
Q4 		$4.75M Buy
+47,234
New +$4.76M 4.68% 3

Other funds holding STIP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Cornerstone Financial Group's STIP Position: Q3 2026 in Review

Cornerstone Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.8% in Q3 2026, buying an estimated $464K and bringing the position to 63,745 shares worth $6.36M. The position accounts for 3.68% of the portfolio, ranked #7.

Cornerstone Financial Group first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. 687 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Cornerstone Financial Group held 63,745 shares of iShares 0-5 Year TIPS Bond ETF worth $6.36M as of Q3 2026.
  • Cornerstone Financial Group bought 4,604 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $464K.
  • iShares 0-5 Year TIPS Bond ETF made up 3.68% of Cornerstone Financial Group's portfolio in Q3 2026, its #7 holding.
  • Cornerstone Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 687 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.