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Cornerstone Planning Group »

PIMCO 1-5 Year US TIPS Index Fund shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group 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 Cornerstone Planning Group 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 Cornerstone Planning Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$40k	423	93.93

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Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)

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Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)

Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)

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Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)

Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)

Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)

First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)

Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)

Viatris Common Stock (VTRS)

Schwab Charles Corp Common Stock (SCHW)

Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)

View all positions for Cornerstone Planning Group

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