Spire Wealth Management’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 | $3.49K | Buy |
52
+25
| +93% | +$1.68K | ﹤0.01% | 2045 |
|
|
2025
Q1 | $1.93K | Hold |
27
| – | – | ﹤0.01% | 2284 |
|
|
2024
Q4 | $1.85K | Sell |
27
-181
| -87% | -$12.4K | ﹤0.01% | 2269 |
|
|
2024
Q3 | $17.2K | Sell |
208
-1,024
| -83% | -$84.5K | ﹤0.01% | 1481 |
|
|
2024
Q2 | $92.5K | Sell |
1,232
-472
| -28% | -$35.4K | ﹤0.01% | 913 |
|
|
2024
Q1 | $135K | Hold |
1,704
| – | – | ﹤0.01% | 903 |
|
|
2023
Q4 | $133K | Buy |
1,704
+4
| +0.2% | +$311 | ﹤0.01% | 909 |
|
|
2023
Q3 | $124K | Sell |
1,700
-200
| -11% | -$14.5K | ﹤0.01% | 874 |
|
|
2023
Q2 | $175K | Hold |
1,900
| – | – | 0.01% | 769 |
|
|
2023
Q1 | $182K | Buy |
1,900
+190
| +11% | +$18.2K | 0.01% | 753 |
|
|
2022
Q4 | $149K | Buy |
+1,710
| New | +$149K | 0.01% | 623 |
|