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

HCR Wealth 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
2020 Q4	–	Sell	-150	Closed	-$26K	–	277
2020 Q3	$26K	Hold	150	–	–	0.01%	199
2020 Q2	$26K	Hold	150	–	–	0.01%	198
2020 Q1	$26K	Hold	150	–	–	0.01%	190
2019 Q4	$20K	Buy	+150	New	+$20.8K	﹤0.01%	194

Other funds holding ZROZ

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HCR Wealth Advisors's ZROZ Position: Q4 2020 in Review

HCR Wealth Advisors sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2020, closing a stake of 150 shares — an estimated $26K sold.

HCR Wealth Advisors first reported a position in ZROZ in Q4 2019 and held it in 4 quarters. The position peaked at $26K in Q3 2020. 63 funds tracked by Wall St. Rank hold ZROZ as of Q4 2020.

HCR Wealth Advisors reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
HCR Wealth Advisors sold 150 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2020, an estimated $26K.
HCR Wealth Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2019 and held it in 4 quarters.
HCR Wealth Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $26K in Q3 2020.
63 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q4 2020.

Based on HCR Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.