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ZROZ icon

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

IFG Advisory’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
Q1 		– Sell
-1,381
Closed -$225K – 491
2020
Q4 		$225K Sell
1,381
-406
-23% -$66.8K 0.03% 416
2020
Q3 		$305K Buy
1,787
+546
+44% +$96K 0.05% 322
2020
Q2 		$214K Buy
+1,241
New +$217K 0.04% 367

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PA
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CCP
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Wells Fargo
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Jane Street
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HSBC Holdings
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Citadel Advisors
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Morgan Stanley
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FTUS
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