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

Hunter Associates Investment Management’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
-1,694
Closed -$290K – 205
2020
Q3 		$290K Buy
1,694
+31
+2% +$5.45K 0.08% 143
2020
Q2 		$288K Buy
+1,663
New +$290K 0.09% 137

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GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hunter Associates Investment Management's ZROZ Position: Q4 2020 in Review

Hunter Associates Investment Management sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2020, closing a stake of 1,694 shares — an estimated $290K sold.

Hunter Associates Investment Management first reported a position in ZROZ in Q2 2020 and held it in 2 quarters. The position peaked at $290K in Q3 2020. 63 funds tracked by Wall St. Rank hold ZROZ as of Q4 2020.

  • Hunter Associates Investment Management 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.
  • Hunter Associates Investment Management sold 1,694 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2020, an estimated $290K.
  • Hunter Associates Investment Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2020 and held it in 2 quarters.
  • Hunter Associates Investment Management's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $290K 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 Hunter Associates Investment Management's 13F filing for Q4 2020, filed 29 Jan 2021.