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Global Retirement Partners’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Global Retirement Partners’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
2019
Q2 		– Sell
-29
Closed -$3K – 1725
2019
Q1 		$3K Buy
+29
New +$3.28K ﹤0.01% 1368

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Global Retirement Partners's ZROZ Position: Q2 2019 in Review

Global Retirement Partners sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2019, closing a stake of 29 shares — an estimated $3K sold.

Global Retirement Partners first reported a position in ZROZ in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 33 funds tracked by Wall St. Rank hold ZROZ as of Q2 2019.

  • Global Retirement Partners reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • Global Retirement Partners sold 29 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2019, an estimated $3K.
  • Global Retirement Partners first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2019 and held it in 1 quarter.
  • Global Retirement Partners's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $3K in Q1 2019.
  • 33 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2019.

Based on Global Retirement Partners's 13F filing for Q2 2019, filed 19 Nov 2019.