Cherry Tree Wealth Management, LLC
Position in STPZ — PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
CIK 1985414
MINNETONKA, MN
All Filings in STPZ
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 STPZ | $715,280 | 13,219 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 STPZ | $712,551 | 13,279 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 STPZ | $630,709 | 11,641 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 STPZ | $628,393 | 11,678 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 STPZ | $630,845 | 11,678 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 STPZ | $610,759 | 11,678 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 STPZ | $574,311 | 10,873 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 STPZ | $560,965 | 10,863 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 STPZ | $562,637 | 10,925 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 STPZ | $558,813 | 10,925 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 STPZ | $366,107 | 7,309 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 STPZ | $367,642 | 7,309 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||