Arrowroot Family Office’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,000
| Closed | -$317K | – | 127 |
|
|
2024
Q1 | $317K | Buy |
4,000
+151
| +4% | +$12K | 0.2% | 98 |
|
|
2023
Q4 | $328K | Buy |
3,849
+958
| +33% | +$81.8K | 0.23% | 94 |
|
|
2023
Q3 | $210K | Buy |
2,891
+71
| +3% | +$5.16K | 0.17% | 111 |
|
|
2023
Q2 | $260K | Buy |
2,820
+379
| +16% | +$34.9K | 0.2% | 110 |
|
|
2023
Q1 | $234K | Buy |
+2,441
| New | +$234K | 0.2% | 106 |
|