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

Horizon Wealth Management, LLC

$526 Million
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	SELL	$68.62 - $82.57 $23.5 Million - $28.3 Million	-342,453 Reduced 98.71%	4,486 $307,000
Q3 2024 Oct 16, 2024	BUY	$72.41 - $86.76 $25.1 Million - $30.1 Million	346,939 New	346,939 $28.6 Million
Q4 2023 Jan 22, 2024	BUY	$64.83 - $87.83 $136,726 - $185,233	2,109 Added 2.79%	77,638 $6.62 Million
Q3 2023 Oct 24, 2023	BUY	$72.44 - $91.19 $5.12 Million - $6.45 Million	70,692 Added 1461.48%	75,529 $5.49 Million
Q2 2023 Jul 31, 2023	SELL	$87.31 - $97.73 $13.2 Million - $14.8 Million	-151,740 Reduced 96.91%	4,837 $445,000
Q1 2023 May 11, 2023	BUY	$88.41 - $98.6 $1.25 Million - $1.39 Million	14,139 Added 9.93%	156,577 $15 Million
Q4 2022 Feb 09, 2023	BUY	$78.17 - $101.71 $11.1 Million - $14.5 Million	142,438 New	142,438 $12.4 Million

Others Institutions Holding ZROZ

# of Institutions

151

Shares Held

11M

Call Options Held

176K

Put Options Held

171K

About PIMCO ETF TR 25+ YR ZERO CPN U

Ticker ZROZ
Sector ETFs
Industry ETFs

More about ZROZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Wealth Management, LLC with notifications on news.