Cassaday & Co Wealth Management’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Cassaday & Co Wealth Management’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 Q3	–	Sell
2025 Q2	$2.5M	Buy
2025 Q1	$2.43M	Buy
2024 Q4	$1.64M	Buy
2024 Q3	$1.25M	Hold
2024 Q2	$1.14M	Hold
2024 Q1	$1.21M	Hold
2023 Q4	$1.3M	Buy