JBR Co Financial 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
2024 Q4	–	Sell	-4,590	Closed	-$378K	–	108
2024 Q3	$378K	Buy	4,590 +1,149	+33%	+$94.7K	0.25%	74
2024 Q2	$258K	Buy	+3,441	New	+$258K	0.18%	87