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Johnson Financial Group Inc (Wisconsin)’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2024
Q3 		– Sell
-62
Closed -$4.66K – 1056
2024
Q2 		$4.66K Buy
+62
New +$4.6K ﹤0.01% 619

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Johnson Financial Group Inc (Wisconsin)'s ZROZ Position: Q3 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2024, closing a stake of 62 shares — an estimated $4.66K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in ZROZ in Q2 2024 and held it in 1 quarter. The position peaked at $4.66K in Q2 2024. 133 funds tracked by Wall St. Rank hold ZROZ as of Q3 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 62 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q3 2024, an estimated $4.66K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $4.66K in Q2 2024.
  • 133 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2024, filed 13 Nov 2024.