CTWM
Cherry Tree Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Hold |
11,678
| – | – | 0.15% | 81 |
|
|
2025
Q1 | $631K | Hold |
11,678
| – | – | 0.15% | 81 |
|
|
2024
Q4 | $611K | Buy |
11,678
+805
| +7% | +$42.1K | 0.15% | 82 |
|
|
2024
Q3 | $574K | Buy |
10,873
+10
| +0.1% | +$528 | 0.14% | 84 |
|
|
2024
Q2 | $561K | Sell |
10,863
-62
| -0.6% | -$3.2K | 0.14% | 83 |
|
|
2024
Q1 | $563K | Hold |
10,925
| – | – | 0.14% | 80 |
|
|
2023
Q4 | $559K | Buy |
10,925
+3,616
| +49% | +$185K | 0.15% | 78 |
|
|
2023
Q3 | $366K | Hold |
7,309
| – | – | 0.11% | 97 |
|
|
2023
Q2 | $368K | Buy |
+7,309
| New | +$368K | 0.11% | 100 |
|