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

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, Iht Wealth Management, LLC holds 91,661 shares of ZROZ stock, worth $6.33 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

91,661

Previous 78,934 16.12%

Holding current value

$6.33 Million

Previous $5.65 Million 8.72%

% of portfolio

0.18%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$62.08 - $73.58 $790,092 - $936,452	12,727 Added 16.12%	91,661 $6.15 Million
Q1 2025 May 15, 2025	SELL	$65.49 - $74.67 $256,065 - $291,959	-3,910 Reduced 4.72%	78,934 $5.65 Million
Q4 2024 Feb 14, 2025	SELL	$68.62 - $82.57 $119,124 - $143,341	-1,736 Reduced 2.05%	82,844 $5.68 Million
Q3 2024 Nov 14, 2024	BUY	$72.41 - $86.76 $6.12 Million - $7.34 Million	84,580 New	84,580 $6.97 Million
Q1 2024 May 15, 2024	BUY	$75.85 - $84.7 $3.3 Million - $3.68 Million	43,478 Added 473.62%	52,658 $4.17 Million
Q4 2023 Feb 14, 2024	BUY	$64.83 - $87.83 $150,146 - $203,414	2,316 Added 33.74%	9,180 $783,000
Q3 2023 Nov 14, 2023	SELL	$72.44 - $91.19 $4.69 Million - $5.91 Million	-64,774 Reduced 90.42%	6,864 $499,000
Q2 2023 Aug 14, 2023	BUY	$87.31 - $97.73 $6.25 Million - $7 Million	71,638 New	71,638 $6.59 Million

Others Institutions Holding ZROZ

# of Institutions

155

Shares Held

11M

Call Options Held

183K

Put Options Held

166K

View Full List

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

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