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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return

Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return