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ZROZ icon

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

Hudock Inc’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
2021
Q2 		– Sell
-20
Closed -$2K – 874
2021
Q1 		$2K Buy
+20
New +$2.89K ﹤0.01% 759
2018
Q1 		– Sell
-85
Closed -$10K – 707
2017
Q4 		$10K Hold
85
– – ﹤0.01% 419
2017
Q3 		$9K Buy
+85
New +$9.99K ﹤0.01% 428
2016
Q3 		– Sell
-241
Closed -$32K – 613
2016
Q2 		$32K Buy
+241
New +$30.2K 0.02% 284

Other funds holding ZROZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Hudock Inc's ZROZ Position: Q2 2021 in Review

Hudock Inc sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2021, closing a stake of 20 shares — an estimated $2K sold.

Hudock Inc first reported a position in ZROZ in Q2 2016 and held it in 4 quarters. The position peaked at $32K in Q2 2016. 54 funds tracked by Wall St. Rank hold ZROZ as of Q2 2021.

  • Hudock Inc reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
  • Hudock Inc sold 20 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2021, an estimated $2K.
  • Hudock Inc first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2016 and held it in 4 quarters.
  • Hudock Inc's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $32K in Q2 2016.
  • 54 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2021.

Based on Hudock Inc's 13F filing for Q2 2021, filed 9 Aug 2021.