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

Valtinson Bruner Financial Planning’s Portfolio ZROZ Stock Details ZROZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.34M Sell
49,748
-5,884
-11% -$395K 1.05% 21
2025
Q1 		$3.98M Sell
55,632
-17,327
-24% -$1.24M 1.35% 14
2024
Q4 		$5.01M Buy
+72,959
New +$5.01M 1.75% 14