Foundations Investment 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $1,000K | Sell |
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|
2024
Q3 | $5.2M | Buy |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $358K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $213K | Sell |
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|
2021
Q1 | $202K | Hold |
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|
2020
Q4 | $232K | Sell |
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|
2020
Q3 | $260K | Sell |
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|
2020
Q2 | $364K | Buy |
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|
2020
Q1 | $346K | Buy |
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