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

Wealth Quarterback’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
2020
Q2 		– Sell
-103
Closed -$18K – 818
2020
Q1 		$18K Sell
103
-34,094
-100% -$5.22M 0.02% 357
2019
Q4 		$304 Buy
+34,197
New +$4.75M ﹤0.01% 940

Other funds holding ZROZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Centerstone Investors New York $31.8M AUM 32.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Quarterback's ZROZ Position: Q2 2020 in Review

Wealth Quarterback sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2020, closing a stake of 103 shares — an estimated $18K sold.

Wealth Quarterback first reported a position in ZROZ in Q4 2019 and held it in 2 quarters. The position peaked at $18K in Q1 2020. 65 funds tracked by Wall St. Rank hold ZROZ as of Q2 2020.

  • Wealth Quarterback reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 103 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2020, an estimated $18K.
  • Wealth Quarterback first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $18K in Q1 2020.
  • 65 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.