Confluence Investment Management’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Confluence Investment Management’s Portfolio ZROZ Stock Details ZROZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$8.97M	Sell
2024 Q4	$14.2M	Buy
2023 Q1	–	Sell
2022 Q4	$7.63M	Buy
2022 Q3	$466K	Hold
2022 Q2	$542K	Buy
2021 Q1	–	Sell
2020 Q4	$800K	Buy