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Atria Wealth Solutions’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Atria Wealth Solutions’s Portfolio ZROZ Stock Details ZROZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,711
Closed -$409K – 1942
2025
Q1 		$409K Hold
5,711
– – ﹤0.01% 1298
2024
Q4 		$392K Hold
5,711
– – ﹤0.01% 1397
2024
Q3 		$471K Hold
5,711
– – 0.01% 1280
2024
Q2 		$429K Sell
5,711
-250
-4% -$18.6K ﹤0.01% 1311
2024
Q1 		$472K Buy
5,961
+943
+19% +$74.4K 0.01% 1297
2023
Q4 		$428K Buy
+5,018
New +$374K 0.01% 1296
2023
Q3 		– Sell
-24,277
Closed -$2.23M – 1994
2023
Q2 		$2.23M Buy
+24,277
New +$2.23M 0.03% 531

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