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Independent Advisor Alliance’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-3,021
Closed -$559K – 538
2020
Q2 		$559K Buy
+3,021
New +$528K 0.06% 250

Other funds holding ZROZ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Independent Advisor Alliance's ZROZ Position: Q3 2020 in Review

Independent Advisor Alliance sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2020, closing a stake of 3,021 shares — an estimated $559K sold.

Independent Advisor Alliance first reported a position in ZROZ in Q2 2020 and held it in 1 quarter. The position peaked at $559K in Q2 2020. 61 funds tracked by Wall St. Rank hold ZROZ as of Q3 2020.

  • Independent Advisor Alliance reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,021 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q3 2020, an estimated $559K.
  • Independent Advisor Alliance first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2020 and held it in 1 quarter.
  • Independent Advisor Alliance's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $559K in Q2 2020.
  • 61 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2020.

Based on Independent Advisor Alliance's 13F filing for Q3 2020, filed 4 Nov 2020.