Summit Financial Wealth Advisors’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
2015
Q4
Sell
-500
Closed -$56K 223
2015
Q3
$56K Hold
500
0.04% 118
2015
Q2
$52K Buy
+500
New +$52K 0.03% 142