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PIMCO 1-5 Year US TIPS Index Fund shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in PIMCO 1-5 Year US TIPS Index Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO 1-5 Year US TIPS Index Fund held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO 1-5 Year US TIPS Index Fund by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $563k 11k 51.50
2023-12-31 $559k 11k 51.15
2023-09-30 $366k 7.3k 50.09
2023-06-30 $368k 7.3k 50.30

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding PIMCO 1-5 Year US TIPS Index Fund

Bank of America Corporation
Ameritas Advisory Services
Bleakley Financial Group
Sawtooth Asset Management
Simplicity Wealth
Wells Fargo & Company
Tiaa Trust, National Association
Royal Bank of Canada
Bank of Nova Scotia
Pasadena Private Wealth
Beacon Pointe Advisors
Kelman-Lazarov
Archvest Wealth Advisors
Lutz Financial Services
UBS Group

View all funds holding PIMCO 1-5 Year US TIPS Index Fund