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Karp Capital Management’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Karp Capital Management’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
Q1 		– Sell
-1,650
Closed -$220K – 114
2019
Q4 		$220K Buy
+1,650
New +$229K 0.06% 101

Other funds holding ZROZ

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Karp Capital Management's ZROZ Position: Q1 2020 in Review

Karp Capital Management sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q1 2020, closing a stake of 1,650 shares — an estimated $220K sold.

Karp Capital Management first reported a position in ZROZ in Q4 2019 and held it in 1 quarter. The position peaked at $220K in Q4 2019. 62 funds tracked by Wall St. Rank hold ZROZ as of Q1 2020.

  • Karp Capital Management reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
  • Karp Capital Management sold 1,650 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q1 2020, an estimated $220K.
  • Karp Capital Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2019 and held it in 1 quarter.
  • Karp Capital Management's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $220K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q1 2020.

Based on Karp Capital Management's 13F filing for Q1 2020, filed 14 May 2020.