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

Tempus Wealth Planning’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
2023
Q1 		– Sell
-8,375
Closed -$731K – 196
2022
Q4 		$731K Buy
+8,375
New +$750K 0.44% 72

Other funds holding ZROZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tempus Wealth Planning's ZROZ Position: Q1 2023 in Review

Tempus Wealth Planning sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q1 2023, closing a stake of 8,375 shares — an estimated $731K sold.

Tempus Wealth Planning first reported a position in ZROZ in Q4 2022 and held it in 1 quarter. The position peaked at $731K in Q4 2022. 104 funds tracked by Wall St. Rank hold ZROZ as of Q1 2023.

  • Tempus Wealth Planning reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Tempus Wealth Planning sold 8,375 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q1 2023, an estimated $731K.
  • Tempus Wealth Planning first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2022 and held it in 1 quarter.
  • Tempus Wealth Planning's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $731K in Q4 2022.
  • 104 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q1 2023.

Based on Tempus Wealth Planning's 13F filing for Q1 2023, filed 8 May 2023.