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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Cornerstone Planning Group's STIP Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 136% in Q2 2026, buying an estimated $95.9K and bringing the position to 1,615 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #192.

Cornerstone Planning Group first reported a position in STIP in Q4 2022 and has held it in 13 quarters since. The position peaked at $611K in Q3 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Cornerstone Planning Group held 1,615 shares of iShares 0-5 Year TIPS Bond ETF worth $164K as of Q2 2026.
Cornerstone Planning Group bought 930 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $95.9K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #192 holding.
Cornerstone Planning Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's iShares 0-5 Year TIPS Bond ETF position peaked at $611K in Q3 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.