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Howe & Rusling’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Howe & Rusling’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
2022
Q2 		– Sell
-8
Closed -$1K – 1178
2022
Q1 		$1K Buy
+8
New +$1.11K ﹤0.01% 976

Other funds holding ZROZ

DPRC
Deer Park Road Corp Steamboat Springs, Colorado $24.6M AUM 3.66% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Howe & Rusling's ZROZ Position: Q2 2022 in Review

Howe & Rusling sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2022, closing a stake of 8 shares — an estimated $1K sold.

Howe & Rusling first reported a position in ZROZ in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 68 funds tracked by Wall St. Rank hold ZROZ as of Q2 2022.

  • Howe & Rusling reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Howe & Rusling sold 8 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2022, an estimated $1K.
  • Howe & Rusling first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2022 and held it in 1 quarter.
  • Howe & Rusling's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $1K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2022.

Based on Howe & Rusling's 13F filing for Q2 2022, filed 15 Aug 2022.