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

Heirloom Wealth Management’s Portfolio ZROZ Stock Details ZROZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$248K	Sell
2023 Q2	$9.7M	Buy
2023 Q1	$9.36M	Buy