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GI
Gradient Investments’s
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
Stock Holding History
Gradient Investments’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
2017
Q3
–
Sell
-8
Closed
-$1K
–
740
2017
Q2
$1K
Hold
8
–
–
﹤0.01%
767
2017
Q1
$1K
Hold
8
–
–
﹤0.01%
740
2016
Q4
$1K
Hold
8
–
–
﹤0.01%
703
2016
Q3
$1K
Hold
8
–
–
﹤0.01%
679
2016
Q2
$1K
Hold
8
–
–
﹤0.01%
683
2016
Q1
$1K
Buy
+8
New
+$967
﹤0.01%
696
Other funds holding ZROZ
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$1.9T AUM
41.92%
1-Year Est. Return
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$93.1B AUM
61.18%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
FIMG
Financial & Investment Management Group
Traverse City, Michigan
$274M AUM
8.43%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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