Wealth Enhancement Advisory Services’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 | $6.8M | Sell |
104,126
-211,716
| -67% | -$13.8M | 0.01% | 773 |
|
|
2025
Q1 | $22.6M | Buy |
315,842
+279,862
| +778% | +$20M | 0.04% | 366 |
|
|
2024
Q4 | $2.47M | Sell |
35,980
-116,017
| -76% | -$7.96M | ﹤0.01% | 1067 |
|
|
2024
Q3 | $12.5M | Buy |
151,997
+20,081
| +15% | +$1.66M | 0.03% | 457 |
|
|
2024
Q2 | $9.91M | Buy |
+131,916
| New | +$9.91M | 0.02% | 488 |
|
|
2024
Q1 | – | Sell |
-3,012
| Closed | -$257K | – | 2461 |
|
|
2023
Q4 | $257K | Sell |
3,012
-118,307
| -98% | -$10.1M | ﹤0.01% | 1923 |
|
|
2023
Q3 | $8.82M | Buy |
+121,319
| New | +$8.82M | 0.03% | 439 |
|