Elevated Capital 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
$665K Hold
9,286
0.19% 158
2025
Q1
$665K Buy
9,286
+314
+3% +$22.5K 0.19% 158
2024
Q4
$616K Buy
8,972
+1,891
+27% +$130K 0.17% 170
2024
Q3
$584K Sell
7,081
-143
-2% -$11.8K 0.16% 193
2024
Q2
$542K Buy
+7,224
New +$542K 0.15% 171