Advisor Group’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-715
| Closed | -$36K | – | 5591 |
|
|
2019
Q3 | $36K | Buy |
715
+255
| +55% | +$13K | ﹤0.01% | 3621 |
|
|
2019
Q2 | $23K | Sell |
460
-2
| -0.4% | -$101 | ﹤0.01% | 3916 |
|
|
2019
Q1 | $23K | Sell |
462
-1,963
| -81% | -$98.6K | ﹤0.01% | 3920 |
|
|
2018
Q4 | $122K | Buy |
2,425
+78
| +3% | +$3.89K | ﹤0.01% | 2490 |
|
|
2018
Q3 | $117K | Buy |
2,347
+247
| +12% | +$12.3K | ﹤0.01% | 2637 |
|
|
2018
Q2 | $105K | Hold |
2,100
| – | – | ﹤0.01% | 2493 |
|
|
2018
Q1 | $105K | Hold |
2,100
| – | – | ﹤0.01% | 2525 |
|
|
2017
Q4 | $106K | Buy |
2,100
+150
| +8% | +$7.57K | ﹤0.01% | 2526 |
|
|
2017
Q3 | $99K | Sell |
1,950
-201
| -9% | -$10.2K | ﹤0.01% | 2415 |
|
|
2017
Q2 | $109K | Sell |
2,151
-219
| -9% | -$11.1K | ﹤0.01% | 2243 |
|
|
2017
Q1 | $120K | Sell |
2,370
-180
| -7% | -$9.12K | ﹤0.01% | 2034 |
|
|
2016
Q4 | $129K | Sell |
2,550
-50
| -2% | -$2.54K | ﹤0.01% | 1899 |
|
|
2016
Q3 | $133K | Sell |
2,600
-700
| -21% | -$35.8K | ﹤0.01% | 1819 |
|
|
2016
Q2 | $167K | Buy |
+3,300
| New | +$168K | ﹤0.01% | 1580 |
|
Advisor Group's TUZ Position: Q4 2019 in Review
Advisor Group sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q4 2019, closing a stake of 715 shares — an estimated $36K sold.
Advisor Group first reported a position in TUZ in Q2 2016 and held it in 14 quarters. The position peaked at $167K in Q2 2016. 0 funds tracked by Wall St. Rank hold TUZ as of Q4 2019.
- Advisor Group reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
- Advisor Group sold 715 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q4 2019, an estimated $36K.
- Advisor Group first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q2 2016 and held it in 14 quarters.
- Advisor Group's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $167K in Q2 2016.
- 0 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q4 2019.
Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.