Legacy Private Trust’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Legacy Private Trust’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
2025 Q3	$2.16M	Sell
2025 Q2	$2.42M	Sell
2025 Q1	$4.22M	Sell
2024 Q4	$4.09M	Sell
2024 Q3	$5.1M	Buy
2024 Q2	$4.5M	Buy
2024 Q1	$3.86M	Sell
2023 Q4	$5.1M	Sell
2023 Q3	$8.43M	Buy