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

Beverly Hills Private Wealth’s Portfolio ZROZ Stock Details ZROZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,439
Closed -$305K – 350
2024
Q4 		$305K Buy
+4,439
New +$305K 0.06% 257