West Branch Capital’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 | $13.7K | Buy |
205
+3
| +1% | +$201 | ﹤0.01% | 240 |
|
|
2025
Q1 | $14.5K | Sell |
202
-214
| -51% | -$15.4K | ﹤0.01% | 250 |
|
|
2024
Q4 | $28.5K | Buy |
416
+202
| +94% | +$13.8K | 0.01% | 191 |
|
|
2024
Q3 | $17.6K | Buy |
214
+3
| +1% | +$247 | 0.01% | 235 |
|
|
2024
Q2 | $15.9K | Buy |
211
+2
| +1% | +$150 | 0.01% | 238 |
|
|
2024
Q1 | $16.6K | Buy |
209
+2
| +1% | +$159 | 0.01% | 238 |
|
|
2023
Q4 | $17.7K | Buy |
207
+2
| +1% | +$171 | 0.01% | 233 |
|
|
2023
Q3 | $14.9K | Buy |
205
+2
| +1% | +$146 | 0.01% | 244 |
|
|
2023
Q2 | $18.7K | Buy |
203
+1
| +0.5% | +$92 | 0.01% | 235 |
|
|
2023
Q1 | $19.3K | Buy |
202
+2
| +1% | +$191 | 0.01% | 232 |
|
|
2022
Q4 | $17.5K | Buy |
200
+50
| +33% | +$4.38K | 0.01% | 236 |
|
|
2022
Q3 | $14K | Hold |
150
| – | – | 0.01% | 258 |
|
|
2022
Q2 | $16K | Buy |
150
+50
| +50% | +$5.33K | 0.01% | 244 |
|
|
2022
Q1 | $13K | Hold |
100
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $15K | Hold |
100
| – | – | 0.01% | 291 |
|
|
2021
Q3 | $15K | Hold |
100
| – | – | 0.01% | 271 |
|
|
2021
Q2 | $15K | Buy |
+100
| New | +$15K | 0.01% | 284 |
|