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

Cornerstone Wealth Management’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 		$688K Buy
+6,285
New +$695K 0.03% 416
2024
Q3 		– Sell
-6,405
Closed -$684K – 589
2024
Q2 		$684K Sell
6,405
-298
-4% -$31.7K 0.05% 264
2024
Q1 		$720K Sell
6,703
-321
-5% -$34.3K 0.06% 252
2023
Q4 		$755K Sell
7,024
-2,464
-26% -$258K 0.06% 244
2023
Q3 		$984K Sell
9,488
-319
-3% -$33.8K 0.09% 181
2023
Q2 		$1.06M Sell
9,807
-173
-2% -$18.8K 0.09% 174
2023
Q1 		$1.1M Buy
+9,980
New +$1.08M 0.11% 162
2022
Q3 		$1.05M Sell
10,020
-3
-0% -$340 0.12% 155
2022
Q2 		$1.14M Buy
10,023
+4,069
+68% +$483K 0.13% 144
2022
Q1 		$742K Sell
5,954
-43,168
-88% -$5.43M 0.07% 215
2021
Q4 		$6.34M Buy
49,122
+8,558
+21% +$1.1M 0.6% 35
2021
Q3 		$5.18M Buy
40,564
+6,604
+19% +$852K 0.55% 37
2021
Q2 		$4.35M Buy
33,960
+6,668
+24% +$847K 0.46% 46
2021
Q1 		$3.42M Buy
27,292
+25,642
+1,554% +$3.25M 0.41% 52
2020
Q4 		$211K Sell
1,650
-324
-16% -$40.9K 0.03% 392
2020
Q3 		$250K Buy
1,974
+315
+19% +$39.6K 0.04% 336
2020
Q2 		$204K Sell
1,659
-638
-28% -$77.6K 0.03% 350
2020
Q1 		$271K Buy
2,297
+109
+5% +$12.8K 0.05% 278
2019
Q4 		$255K Sell
2,188
-18
-0.8% -$2.09K 0.04% 297
2019
Q3 		$257K Sell
2,206
-1,325
-38% -$154K 0.05% 287
2019
Q2 		$409K Sell
3,531
-6,261
-64% -$712K 0.07% 237
2019
Q1 		$2.42M Buy
9,792
+333
+4% +$36.9K 0.29% 88
2018
Q4 		$1.04M Buy
+9,459
New +$1.03M 0.22% 92
2018
Q1 		$1.38M Sell
12,259
-2,101
-15% -$236K 0.26% 75
2017
Q4 		$1.63M Sell
14,360
-1,391
-9% -$158K 0.31% 66
2017
Q3 		$1.79M Sell
15,751
-3,966
-20% -$452K 0.37% 49
2017
Q2 		$2.22M Sell
19,717
-2,406
-11% -$275K 0.5% 35
2017
Q1 		$2.54M Buy
22,123
+7,292
+49% +$831K 0.63% 28
2016
Q4 		$1.68M Buy
14,831
+1,666
+13% +$190K 0.54% 31
2016
Q3 		$1.52M Buy
+13,165
New +$1.53M 0.56% 32
2016
Q1 		$1.82M Buy
+15,864
New +$1.77M 1.39% 19

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Wealth Management's TIP Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 6,285 shares worth $688K. The stake represents 0.03% of the portfolio and ranks #416 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in TIP as recently as Q2 2024.

Cornerstone Wealth Management first reported a position in TIP in Q1 2016 and has held it in 31 quarters since. The position peaked at $6.34M in Q4 2021. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cornerstone Wealth Management held 6,285 shares of iShares TIPS Bond ETF worth $688K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Cornerstone Wealth Management position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Cornerstone Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2016 and has held it in 31 quarters since.
  • Cornerstone Wealth Management's iShares TIPS Bond ETF position peaked at $6.34M in Q4 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.