Bogart Wealth, LLC Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 2025

A detailed history of Bogart Wealth, LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Bogart Wealth, LLC holds 51 shares of ZROZ stock, worth $3,341. This represents 0.0% of its overall portfolio holdings.

Number of Shares
51
Previous 135 62.22%
Holding current value
$3,341
Previous $9,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$62.08 - $73.58 $5,214 - $6,180
-84 Reduced 62.22%
51 $3,000
Q1 2025

May 01, 2025
BUY
$65.49 - $74.67 $5,501 - $6,272
84 Added 164.71%
135 $9,000
Q3 2023

Oct 30, 2023
SELL
$72.44 - $91.19 $3,404 - $4,285
-47 Reduced 47.96%
51 $3,000
Q4 2022

Feb 06, 2023
SELL
$78.17 - $101.71 $1,172 - $1,525
-15 Reduced 13.27%
98 $8,000
Q3 2022

Nov 03, 2022
BUY
$91.11 - $114.13 $4,646 - $5,820
51 Added 82.26%
113 $11,000
Q2 2022

Jul 22, 2022
SELL
$101.22 - $132.77 $7,389 - $9,692
-73 Reduced 54.07%
62 $7,000
Q1 2022

Apr 22, 2022
BUY
$126.83 - $147.57 $17,122 - $19,921
135 New
135 $18,000

Others Institutions Holding ZROZ

# of Institutions
153
Shares Held
11.3M
Call Options Held
147K
Put Options Held
147K
View Full List

About PIMCO ETF TR 25+ YR ZERO CPN U

ZROZ Quotes by TradingView
  • Ticker ZROZ
  • Sector ETFs
  • Industry ETFs
More about ZROZ
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