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W.H. Cornerstone Investments’s iShares TIPS Bond ETF TIP Stock Holding History

W.H. Cornerstone Investments’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 		$334K Buy
3,049
+279
+10% +$30.8K 0.19% 102
2026
Q1 		$306K Buy
2,770
+172
+7% +$19K 0.19% 95
2025
Q4 		$286K Buy
2,598
+29
+1% +$3.22K 0.17% 95
2025
Q3 		$286K Buy
2,569
+247
+11% +$27.3K 0.17% 95
2025
Q2 		$255K Buy
2,322
+388
+20% +$42.3K 0.16% 97
2025
Q1 		$215K Sell
1,934
-14
-0.7% -$1.52K 0.15% 106
2024
Q4 		$208K Buy
1,948
+47
+2% +$5.09K 0.14% 114
2024
Q3 		$210K Sell
1,901
-2,070
-52% -$225K 0.14% 117
2024
Q2 		$424K Buy
3,971
+659
+20% +$70.1K 0.3% 68
2024
Q1 		$356K Sell
3,312
-1,108
-25% -$118K 0.26% 92
2023
Q4 		$475K Sell
4,420
-2,096
-32% -$219K 0.38% 75
2023
Q3 		$676K Buy
6,516
+2,399
+58% +$254K 0.59% 56
2023
Q2 		$443K Sell
4,117
-521
-11% -$56.7K 0.4% 67
2023
Q1 		$511K Sell
4,638
-1
-0% -$108 0.46% 64
2022
Q4 		$502K Buy
4,639
+2,131
+85% +$228K 0.48% 60
2022
Q3 		$265K Buy
+2,508
New +$284K 0.28% 90

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

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

W.H. Cornerstone Investments increased its iShares TIPS Bond ETF (TIP) stake by 10% in Q2 2026, buying an estimated $30.8K and bringing the position to 3,049 shares worth $334K. The position accounts for 0.19% of the portfolio, ranked #102.

W.H. Cornerstone Investments first reported a position in TIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $676K in Q3 2023. 1,020 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • W.H. Cornerstone Investments held 3,049 shares of iShares TIPS Bond ETF worth $334K as of Q2 2026.
  • W.H. Cornerstone Investments bought 279 iShares TIPS Bond ETF shares in Q2 2026, an estimated $30.8K.
  • iShares TIPS Bond ETF made up 0.19% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #102 holding.
  • W.H. Cornerstone Investments first reported a position in iShares TIPS Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • W.H. Cornerstone Investments's iShares TIPS Bond ETF position peaked at $676K in Q3 2023.
  • 1,020 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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