LFG
ZROZ icon

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

Larson Financial Group’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
-1,333
Closed -$100K – 2779
2024
Q2 		$100K Sell
1,333
-105
-7% -$7.79K 0.01% 650
2024
Q1 		$114K Sell
1,438
-158
-10% -$12.5K 0.01% 513
2023
Q4 		$136K Sell
1,596
-981
-38% -$73.1K 0.01% 431
2023
Q3 		$187K Buy
+2,577
New +$212K 0.02% 336

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