Cornerstone Financial Group
TIP icon

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
Q3 		$4.33M Buy
41,628
+3,828
+10% +$409K 2.51% 12
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Cornerstone Financial Group increased its iShares TIPS Bond ETF (TIP) stake by 10% in Q3 2026, buying an estimated $409K and bringing the position to 41,628 shares worth $4.33M. The position accounts for 2.51% of the portfolio, ranked #12.

Cornerstone Financial Group first reported a position in TIP in Q4 2024 and has held it in 8 quarters since. 802 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Cornerstone Financial Group held 41,628 shares of iShares TIPS Bond ETF worth $4.33M as of Q3 2026.
  • Cornerstone Financial Group bought 3,828 iShares TIPS Bond ETF shares in Q3 2026, an estimated $409K.
  • iShares TIPS Bond ETF made up 2.51% of Cornerstone Financial Group's portfolio in Q3 2026, its #12 holding.
  • Cornerstone Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 802 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

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