AE Wealth Management’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.64M | Buy |
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|
2025
Q2 | $2.56M | Buy |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $8.53M | Sell |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $5.63M | Buy |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $4.73M | Buy |
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|
2023
Q3 | $4.33M | Sell |
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|
2023
Q2 | $21.5M | Buy |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $916K | Sell |
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|
2022
Q3 | $1.09M | Buy |
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