North Ridge Wealth Advisors, Inc. Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History

North Ridge Wealth Advisors, Inc.

$175 Billion
Q3 2025

A detailed history of North Ridge Wealth Advisors, Inc. transactions in Pimco ETF Tr 25+ Yr Zero Cpn U stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 6,444 shares of ZROZ stock, worth $431,748. This represents 0.25% of its overall portfolio holdings.

Number of Shares

6,444

Previous 4,162 54.83%

Holding current value

$431,748

Previous $279 Million 56.91%

% of portfolio

0.25%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$62.57 - $69.12 $142,784 - $157,731	2,282 Added 54.83%	6,444 $438 Million
Q2 2025 Aug 15, 2025	BUY	$62.08 - $73.58 $78,779 - $93,373	1,269 Added 43.86%	4,162 $279 Million
Q1 2025 May 09, 2025	SELL	$65.49 - $74.67 $133,534 - $152,252	-2,039 Reduced 41.34%	2,893 $207 Million
Q4 2024 May 09, 2025	SELL	$68.62 - $82.57 $239,209 - $287,839	-3,486 Reduced 41.41%	4,932 $338 Million
Q3 2024 Oct 23, 2024	SELL	$72.41 - $86.76 $39,173 - $46,937	-541 Reduced 6.04%	8,418 $694 Million
Q2 2024 Jul 30, 2024	SELL	$69.84 - $79.34 $10,615 - $12,059	-152 Reduced 1.67%	8,959 $673 Million
Q1 2024 Apr 24, 2024	SELL	$75.85 - $84.7 $25,637 - $28,628	-338 Reduced 3.58%	9,111 $722 Million
Q4 2023 Jan 18, 2024	BUY	$64.83 - $87.83 $612,578 - $829,905	9,449 New	9,449 $806 Million
Q1 2023 Apr 28, 2023	BUY	$88.41 - $98.6 $257,980 - $287,714	2,918 New	2,918 $279 Million

Others Institutions Holding ZROZ

# of Institutions

152

Shares Held

11.9M

Call Options Held

173K

Put Options Held

188K

View Full List

About PIMCO ETF TR 25+ YR ZERO CPN U

Ticker ZROZ
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Industry ETFs

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North Ridge Wealth Advisors, Inc. Pimco ETF Tr 25+ Yr Zero Cpn U Transaction History