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

Cornerstone Planning 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	$107K	Buy	990 +111	+13%	+$12.3K	0.01%	242
2026 Q1	$97.6K	Buy	879 +224	+34%	+$24.8K	0.01%	250
2025 Q4	$72.3K	Hold	655	–	–	0.01%	268
2025 Q3	$72.9K	Sell	655 -97	-13%	-$10.7K	0.01%	253
2025 Q2	$83K	Buy	752 +2	+0.3%	+$218	0.02%	166
2025 Q1	$81.9K	Sell	750 -23	-3%	-$2.5K	0.02%	165
2024 Q4	$83.4K	Sell	773 -27	-3%	-$2.92K	0.02%	126
2024 Q3	$86.5K	Sell	800 -7,670	-91%	-$833K	0.02%	126
2024 Q2	$923K	Buy	8,470 +7,970	+1,594%	+$847K	0.26%	26
2024 Q1	$53K	Sell	500 -449	-47%	-$48K	0.02%	169
2023 Q4	$102K	Sell	949 -815	-46%	-$85.2K	0.03%	118
2023 Q3	$183K	Buy	1,764 +1,329	+306%	+$141K	0.07%	82
2023 Q2	$46.8K	Buy	+435	New	+$47.4K	0.02%	254
2022 Q4	$215K	Buy	+1,967	New	+$210K	0.09%	94

Other funds holding TIP

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares TIPS Bond ETF (TIP) stake by 13% in Q2 2026, buying an estimated $12.3K and bringing the position to 990 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #242.

Cornerstone Planning Group first reported a position in TIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $923K in Q2 2024. 664 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Cornerstone Planning Group held 990 shares of iShares TIPS Bond ETF worth $107K as of Q2 2026.
Cornerstone Planning Group bought 111 iShares TIPS Bond ETF shares in Q2 2026, an estimated $12.3K.
iShares TIPS Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #242 holding.
Cornerstone Planning Group first reported a position in iShares TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares TIPS Bond ETF position peaked at $923K in Q2 2024.
664 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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