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

Cornerstone Planning 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	–	Sell	-1,615	Closed	-$164K	–	1489
2026 Q2	$164K	Buy	1,615 +930	+136%	+$95.9K	0.02%	192
2026 Q1	$70.8K	Buy	685 +54	+9%	+$5.56K	0.01%	316
2025 Q4	$64.8K	Sell	631 -5,294	-89%	-$545K	0.01%	290
2025 Q3	$611K	Buy	5,925 +5,716	+2,735%	+$590K	0.1%	77
2025 Q2	$21.6K	Buy	209 +146	+232%	+$15K	﹤0.01%	405
2025 Q1	$6.48K	Buy	+63	New	+$6.42K	﹤0.01%	665
2024 Q4	–	Sell	-3	Closed	-$309	–	1486
2024 Q3	$309	Sell	3 -1	-25%	-$100	﹤0.01%	1194
2024 Q2	$306	Hold	4	–	–	﹤0.01%	1143
2024 Q1	$298	Sell	4 -15	-79%	-$1.48K	﹤0.01%	992
2023 Q4	$1.87K	Hold	19	–	–	﹤0.01%	650
2023 Q3	$1.84K	Buy	19 +3	+19%	+$291	﹤0.01%	678
2023 Q2	$1.56K	Buy	+16	New	+$1.57K	﹤0.01%	1245
2022 Q4	$3.82K	Buy	+39	New	+$3.79K	﹤0.01%	1014

Other funds holding STIP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

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

Cornerstone Planning Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026, closing a stake of 1,615 shares — an estimated $164K sold.

Cornerstone Planning Group first reported a position in STIP in Q4 2022 and held it in 13 quarters. The position peaked at $611K in Q3 2025. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1,615 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $164K.
Cornerstone Planning Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 13 quarters.
Cornerstone Planning Group's iShares 0-5 Year TIPS Bond ETF position peaked at $611K in Q3 2025.
269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.