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Cornerstone Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Cornerstone Financial Group’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.14M Buy
37,800
+1,936
+5% +$214K 2.55% 13
2026
Q1 		$3.99M Buy
35,864
+1,252
+4% +$139K 2.56% 12
2025
Q4 		$3.8M Buy
34,612
+537
+2% +$59.6K 2.66% 14
2025
Q3 		$3.79M Sell
34,075
-227
-0.7% -$25.1K 2.93% 11
2025
Q2 		$3.77M Buy
34,302
+431
+1% +$47K 3.21% 11
2025
Q1 		$3.67M Sell
33,871
-535
-2% -$58.1K 3.3% 11
2024
Q4 		$3.67M Buy
+34,406
New +$3.72M 3.61% 10

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Financial Group's TIP Position: Q2 2026 in Review

Cornerstone Financial Group increased its iShares TIPS Bond ETF (TIP) stake by 5.4% in Q2 2026, buying an estimated $214K and bringing the position to 37,800 shares worth $4.14M. The position accounts for 2.55% of the portfolio, ranked #13.

Cornerstone Financial Group first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. 1,023 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cornerstone Financial Group held 37,800 shares of iShares TIPS Bond ETF worth $4.14M as of Q2 2026.
  • Cornerstone Financial Group bought 1,936 iShares TIPS Bond ETF shares in Q2 2026, an estimated $214K.
  • iShares TIPS Bond ETF made up 2.55% of Cornerstone Financial Group's portfolio in Q2 2026, its #13 holding.
  • Cornerstone Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,023 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.