Prospera Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.56M | Buy |
23,215
+8,291
| +56% | +$556K | 0.03% | 529 |
|
2025
Q1 | $1.07M | Buy |
14,924
+66
| +0.4% | +$4.73K | 0.02% | 546 |
|
2024
Q4 | $1.02M | Sell |
14,858
-5,993
| -29% | -$411K | 0.02% | 543 |
|
2024
Q3 | $1.72M | Buy |
20,851
+101
| +0.5% | +$8.32K | 0.04% | 371 |
|
2024
Q2 | $1.56M | Buy |
+20,750
| New | +$1.56M | 0.04% | 385 |
|
2024
Q1 | – | Sell |
-15,003
| Closed | -$1.28M | – | 1146 |
|
2023
Q4 | $1.28M | Buy |
15,003
+6,711
| +81% | +$573K | 0.04% | 410 |
|
2023
Q3 | $603K | Buy |
+8,292
| New | +$603K | 0.02% | 553 |
|
2023
Q2 | – | Sell |
-15,161
| Closed | -$1.45M | – | 1091 |
|
2023
Q1 | $1.45M | Buy |
+15,161
| New | +$1.45M | 0.06% | 325 |
|