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

Silicon Hills Wealth Management’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 Q1	–	Sell	-1	Closed	-$59	–	304
2019 Q4	$59	Buy	+1	New	+$139	0.05%	120

Other funds holding ZROZ

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Silicon Hills Wealth Management's ZROZ Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q1 2020, closing a stake of 1 share — an estimated $59 sold.

Silicon Hills Wealth Management first reported a position in ZROZ in Q4 2019 and held it in 1 quarter. The position peaked at $59 in Q4 2019. 62 funds tracked by Wall St. Rank hold ZROZ as of Q1 2020.

Silicon Hills Wealth Management reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
Silicon Hills Wealth Management sold 1 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund share in Q1 2020, an estimated $59.
Silicon Hills Wealth Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2019 and held it in 1 quarter.
Silicon Hills Wealth Management's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $59 in Q4 2019.
62 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.