HI
ZROZ icon

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

Harbour 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
2023
Q3 		– Sell
-19
Closed -$1.73K – 3119
2023
Q2 		$1.73K Sell
19
-12
-39% -$1.1K ﹤0.01% 2581
2023
Q1 		$2.98K Hold
31
– – ﹤0.01% 2456
2022
Q4 		$2.7K Hold
31
– – ﹤0.01% 2442
2022
Q3 		$3K Hold
31
– – ﹤0.01% 2370
2022
Q2 		$3K Buy
+31
New +$3.48K ﹤0.01% 2370
2021
Q4 		$26K Sell
172
-147
-46% -$22.2K ﹤0.01% 1562
2021
Q3 		$47K Buy
319
+32
+11% +$4.83K ﹤0.01% 1808
2021
Q2 		$42K Sell
287
-173
-38% -$23.8K ﹤0.01% 1929
2021
Q1 		$61K Buy
+460
New +$66.5K ﹤0.01% 1579

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Morgan Stanley
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Jane Street
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CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
AFA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return