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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$628K Hold
2025
Q1
$631K Hold
2024
Q4
$611K Buy
2024
Q3
$574K Buy
2024
Q2
$561K Sell
2024
Q1
$563K Hold
2023
Q4
$559K Buy
2023
Q3
$366K Hold
2023
Q2
$368K Buy