GeoWealth Management’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 | $265K | Buy |
+3,946
| New | +$265K | 0.01% | 578 |
|
|
2025
Q1 | – | Sell |
-3,372
| Closed | -$231K | – | 1817 |
|
|
2024
Q4 | $231K | Buy |
3,372
+2,692
| +396% | +$185K | 0.01% | 706 |
|
|
2024
Q3 | $56K | Buy |
+680
| New | +$56K | ﹤0.01% | 1038 |
|
|
2023
Q4 | – | Sell |
-4,582
| Closed | -$333K | – | 733 |
|
|
2023
Q3 | $333K | Buy |
+4,582
| New | +$333K | 0.04% | 227 |
|