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Redhawk Wealth Advisors’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Redhawk Wealth Advisors’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
Q4 		– Sell
-8,690
Closed -$1.49M – 258
2020
Q3 		$1.49M Buy
+8,690
New +$1.53M 0.43% 60

Other funds holding ZROZ

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Redhawk Wealth Advisors's ZROZ Position: Q4 2020 in Review

Redhawk Wealth Advisors sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2020, closing a stake of 8,690 shares — an estimated $1.49M sold.

Redhawk Wealth Advisors first reported a position in ZROZ in Q3 2020 and held it in 1 quarter. The position peaked at $1.49M in Q3 2020. 63 funds tracked by Wall St. Rank hold ZROZ as of Q4 2020.

  • Redhawk Wealth Advisors reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 8,690 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2020, an estimated $1.49M.
  • Redhawk Wealth Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2020 and held it in 1 quarter.
  • Redhawk Wealth Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $1.49M in Q3 2020.
  • 63 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q4 2020.

Based on Redhawk Wealth Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.