B.O.S.S. Retirement Advisors’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
2025
Q2
Sell
-4,081
Closed -$292K 210
2025
Q1
$292K Sell
4,081
-9,702
-70% -$695K 0.08% 140
2024
Q4
$946K Buy
13,783
+2,194
+19% +$151K 0.26% 76
2024
Q3
$955K Buy
11,589
+1,249
+12% +$103K 0.19% 127
2024
Q2
$776K Buy
+10,340
New +$776K 0.2% 115