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W.H. Cornerstone Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

W.H. Cornerstone Investments’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 		$304K Buy
2,972
+55
+2% +$5.67K 0.17% 112
2026
Q1 		$302K Hold
2,917
– – 0.19% 99
2025
Q4 		$299K Buy
2,917
+38
+1% +$3.91K 0.18% 93
2025
Q3 		$298K Buy
2,879
+534
+23% +$55.1K 0.18% 92
2025
Q2 		$241K Buy
2,345
+302
+15% +$31K 0.15% 100
2025
Q1 		$211K Buy
2,043
+3
+0.1% +$306 0.15% 109
2024
Q4 		$205K Buy
2,040
+13
+0.6% +$1.31K 0.14% 116
2024
Q3 		$205K Buy
+2,027
New +$203K 0.14% 119
2024
Q1 		– Sell
-2,657
Closed -$262K – 135
2023
Q4 		$262K Buy
2,657
+21
+0.8% +$2.05K 0.21% 106
2023
Q3 		$255K Buy
+2,636
New +$256K 0.22% 100

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
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

W.H. Cornerstone Investments's STIP Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.9% in Q2 2026, buying an estimated $5.67K and bringing the position to 2,972 shares worth $304K. The position accounts for 0.17% of the portfolio, ranked #112.

W.H. Cornerstone Investments first reported a position in STIP in Q3 2023 and has held it in 10 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • W.H. Cornerstone Investments held 2,972 shares of iShares 0-5 Year TIPS Bond ETF worth $304K as of Q2 2026.
  • W.H. Cornerstone Investments bought 55 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.67K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.17% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #112 holding.
  • W.H. Cornerstone Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.