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

WealthShield Partners’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 Q3	–	Sell	-70	Closed	-$6.44K	–	509
2023 Q2	$6.44K	Buy	+70	New	+$6.42K	﹤0.01%	454
2019 Q2	–	Sell	-1,000	Closed	-$120K	–	290
2019 Q1	$120K	Buy	+1,000	New	+$113K	0.07%	165

Other funds holding ZROZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

AFA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

WealthShield Partners's ZROZ Position: Q3 2023 in Review

WealthShield Partners sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2023, closing a stake of 70 shares — an estimated $6.44K sold.

WealthShield Partners first reported a position in ZROZ in Q1 2019 and held it in 2 quarters. The position peaked at $120K in Q1 2019. 112 funds tracked by Wall St. Rank hold ZROZ as of Q3 2023.

WealthShield Partners reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
WealthShield Partners sold 70 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q3 2023, an estimated $6.44K.
WealthShield Partners first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2019 and held it in 2 quarters.
WealthShield Partners's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $120K in Q1 2019.
112 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2023.

Based on WealthShield Partners's 13F filing for Q3 2023, filed 25 Oct 2023.