Cherry Tree Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Cherry Tree Wealth Management’s Portfolio STPZ Stock Details STPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$715K	Sell	13,219 -60	-0.5%	-$3.24K	0.15%	80
2025 Q4	$713K	Buy	13,279 +1,638	+14%	+$88.4K	0.15%	84
2025 Q3	$631K	Sell	11,641 -37	-0.3%	-$2K	0.14%	82
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%	+$42.2K	0.15%	82
2024 Q3	$574K	Buy	10,873 +10	+0.1%	+$522	0.14%	84
2024 Q2	$561K	Sell	10,863 -62	-0.6%	-$3.19K	0.14%	83
2024 Q1	$563K	Hold	10,925	–	–	0.14%	80
2023 Q4	$559K	Buy	10,925 +3,616	+49%	+$183K	0.15%	78
2023 Q3	$366K	Hold	7,309	–	–	0.11%	97
2023 Q2	$368K	Buy	+7,309	New	+$371K	0.11%	100

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cherry Tree Wealth Management's STPZ Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 0.45% in Q1 2026, selling an estimated $3.24K and leaving 13,219 shares worth $715K. The position accounts for 0.15% of the portfolio, ranked #80.

Cherry Tree Wealth Management first reported a position in STPZ in Q2 2023 and has held it in 12 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q1 2026.

Cherry Tree Wealth Management held 13,219 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $715K as of Q1 2026.
Cherry Tree Wealth Management sold 60 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $3.24K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.15% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #80 holding.
Cherry Tree Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2023 and has held it in 12 quarters since.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.