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

Wipfli Financial Advisors’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
2022
Q3 		$9K Buy
+100
New +$10.5K ﹤0.01% 1898

Other funds holding ZROZ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wipfli Financial Advisors's ZROZ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2022: 100 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1898 among its holdings.

79 funds tracked by Wall St. Rank hold ZROZ as of Q3 2022.

  • Wipfli Financial Advisors held 100 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $9K as of Q3 2022.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund was a new Wipfli Financial Advisors position in Q3 2022.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1898 holding.
  • 79 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.