Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’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 Q4	–	Sell	-500	Closed	-$72.5K	–	87
2021 Q3	$72.5K	Hold	500	–	–	0.02%	70
2021 Q2	$72.6K	Hold	500	–	–	0.02%	77
2021 Q1	$66K	Buy	+500	New	+$72.3K	0.02%	72

Other funds holding ZROZ

AFA

Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's ZROZ Position: Q4 2021 in Review

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2021, closing a stake of 500 shares — an estimated $72.5K sold.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna first reported a position in ZROZ in Q1 2021 and held it in 3 quarters. The position peaked at $72.6K in Q2 2021. 59 funds tracked by Wall St. Rank hold ZROZ as of Q4 2021.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna sold 500 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2021, an estimated $72.5K.
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2021 and held it in 3 quarters.
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $72.6K in Q2 2021.
59 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q4 2021.

Based on Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's 13F filing for Q4 2021, filed 2 Sep 2025.