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

Cornerstone Wealth 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
2020
Q3 		– Sell
-153,871
Closed -$18.9M – 146
2020
Q2 		$18.9M Buy
+153,871
New +$18.7M 4.75% 4
2020
Q1 		– Sell
-23,998
Closed -$2.8M – 155
2019
Q4 		$2.8M Buy
23,998
+961
+4% +$112K 0.76% 42
2019
Q3 		$2.68M Buy
23,037
+274
+1% +$31.8K 0.67% 47
2019
Q2 		$2.63M Buy
+22,763
New +$2.59M 0.71% 36

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cornerstone Wealth Group's TIP Position: Q3 2020 in Review

Cornerstone Wealth Group sold out of iShares TIPS Bond ETF (TIP) in Q3 2020, closing a stake of 153,871 shares — an estimated $18.9M sold.

Cornerstone Wealth Group first reported a position in TIP in Q2 2019 and held it in 4 quarters. The position peaked at $18.9M in Q2 2020. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

  • Cornerstone Wealth Group reported no remaining iShares TIPS Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Cornerstone Wealth Group sold 153,871 iShares TIPS Bond ETF shares in Q3 2020, an estimated $18.9M.
  • Cornerstone Wealth Group first reported a position in iShares TIPS Bond ETF in Q2 2019 and held it in 4 quarters.
  • Cornerstone Wealth Group's iShares TIPS Bond ETF position peaked at $18.9M in Q2 2020.
  • 959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on Cornerstone Wealth Group's 13F filing for Q3 2020, filed 27 Oct 2020.