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

Danda Trouve Investment 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
2022 Q2	–	Sell	-258	Closed	-$34K	–	122
2022 Q1	$34K	Buy	+258	New	+$35.9K	0.04%	66

Other funds holding ZROZ

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $24.6M AUM 3.66% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AFA

Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Danda Trouve Investment Management's ZROZ Position: Q2 2022 in Review

Danda Trouve Investment Management sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2022, closing a stake of 258 shares — an estimated $34K sold.

Danda Trouve Investment Management first reported a position in ZROZ in Q1 2022 and held it in 1 quarter. The position peaked at $34K in Q1 2022. 68 funds tracked by Wall St. Rank hold ZROZ as of Q2 2022.

Danda Trouve Investment Management reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Danda Trouve Investment Management sold 258 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2022, an estimated $34K.
Danda Trouve Investment Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2022 and held it in 1 quarter.
Danda Trouve Investment Management's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $34K in Q1 2022.
68 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2022.

Based on Danda Trouve Investment Management's 13F filing for Q2 2022, filed 12 Jul 2022.