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

IRON Financial’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
2022 Q4	–	Sell	-5,068	Closed	-$472K	–	103
2022 Q3	$472K	Buy	5,068 +653	+15%	+$68.7K	0.26%	61
2022 Q2	$478K	Buy	4,415 +1,710	+63%	+$192K	0.25%	56
2022 Q1	$359K	Buy	2,705 +1,098	+68%	+$153K	0.17%	77
2021 Q4	$245K	Sell	1,607 -5	-0.3%	-$756	0.11%	96
2021 Q3	$235K	Buy	1,612 +169	+12%	+$25.5K	0.11%	99
2021 Q2	$209K	Sell	1,443 -640	-31%	-$88.1K	0.1%	103
2021 Q1	$275K	Buy	+2,083	New	+$301K	0.15%	79

Other funds holding ZROZ

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

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

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