RWM
Revisor Wealth Management’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,910
| Closed | -$208K | – | 283 |
|
|
2025
Q1 | $208K | Buy |
+2,910
| New | +$208K | 0.09% | 211 |
|
|
2024
Q4 | – | Sell |
-7,311
| Closed | -$603K | – | 180 |
|
|
2024
Q3 | $603K | Sell |
7,311
-102
| -1% | -$8.41K | 0.38% | 52 |
|
|
2024
Q2 | $557K | Buy |
+7,413
| New | +$557K | 0.39% | 48 |
|