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Harbour Capital Advisors’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Harbour Capital Advisors’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
2023
Q3 		– Sell
-3,545
Closed -$321K – 287
2023
Q2 		$321K Buy
+3,545
New +$325K 0.09% 193

Other funds holding ZROZ

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Harbour Capital Advisors's ZROZ Position: Q3 2023 in Review

Harbour Capital Advisors sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2023, closing a stake of 3,545 shares — an estimated $321K sold.

Harbour Capital Advisors first reported a position in ZROZ in Q2 2023 and held it in 1 quarter. The position peaked at $321K in Q2 2023. 112 funds tracked by Wall St. Rank hold ZROZ as of Q3 2023.

  • Harbour Capital Advisors reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • Harbour Capital Advisors sold 3,545 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q3 2023, an estimated $321K.
  • Harbour Capital Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2023 and held it in 1 quarter.
  • Harbour Capital Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $321K in Q2 2023.
  • 112 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2023.

Based on Harbour Capital Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.