IFP Advisors’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.66K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.37M | Buy |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.85M | Sell |
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|
2022
Q4 | $6.33M | Buy |
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|
2022
Q3 | $5.75M | Sell |
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|
2022
Q2 | $11.1M | Hold |
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|
2022
Q1 | $11.1M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $455K | Sell |
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|
2021
Q2 | $515K | Sell |
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q4 | $1.37M | Sell |
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|
2020
Q3 | $1.63M | Buy |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $337K | Sell |
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|
2019
Q4 | $783K | Buy |
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|
2019
Q3 | $683K | Buy |
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|
2019
Q1 | $534K | Sell |
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|
2018
Q4 | $3.52M | Sell |
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|
2018
Q3 | $3.85M | Buy |
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|
2018
Q2 | $3.33M | Sell |
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|
2018
Q1 | $4.42M | Hold |
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|
2017
Q4 | $4.42M | Buy |
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|
2017
Q3 | $4.13M | Buy |
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|
2017
Q2 | $3.96M | Buy |
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|
2017
Q1 | $3.75M | Buy |
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|
2016
Q4 | $381K | Buy |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $1K | Sell |
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|
2016
Q1 | $534K | Buy |
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