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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

W.H. Cornerstone Investments's STIP Position: Q1 2026 in Review

W.H. Cornerstone Investments held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 2,917 shares worth $302K. The position accounts for 0.19% of the portfolio, ranked #99.

W.H. Cornerstone Investments first reported a position in STIP in Q3 2023 and has held it in 9 quarters since. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • W.H. Cornerstone Investments held 2,917 shares of iShares 0-5 Year TIPS Bond ETF worth $302K as of Q1 2026.
  • W.H. Cornerstone Investments left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.19% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #99 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 9 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.