IHT Wealth Management’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.15M | Buy |
91,661
+12,727
| +16% | +$854K | 0.17% | 120 |
|
|
2025
Q1 | $5.65M | Sell |
78,934
-3,910
| -5% | -$280K | 0.18% | 118 |
|
|
2024
Q4 | $5.68M | Sell |
82,844
-1,736
| -2% | -$119K | 0.18% | 113 |
|
|
2024
Q3 | $6.97M | Buy |
+84,580
| New | +$6.97M | 0.2% | 98 |
|
|
2024
Q2 | – | Sell |
-52,658
| Closed | -$4.17M | – | 1084 |
|
|
2024
Q1 | $4.17M | Buy |
52,658
+43,478
| +474% | +$3.45M | 0.17% | 124 |
|
|
2023
Q4 | $783K | Buy |
9,180
+2,316
| +34% | +$198K | 0.03% | 457 |
|
|
2023
Q3 | $499K | Sell |
6,864
-64,774
| -90% | -$4.71M | 0.03% | 553 |
|
|
2023
Q2 | $6.59M | Buy |
+71,638
| New | +$6.59M | 0.34% | 57 |
|