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Pimco Etf Tr 25yr+ zero u s shares owned by Consilio Wealth Advisors

Quarter-by-quarter ownership of Pimco Etf Tr 25yr+ zero u s (ZROZ) shares owned by Consilio Wealth Advisors from 13F filings

Historical chart of Consilio Wealth Advisors investment in Pimco Etf Tr 25yr+ zero u s

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr 25yr+ zero u s held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr 25yr+ zero u s by Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 43k 79.25
2023-12-31 $3.1M 36k 85.33
2023-09-30 $2.7M 39k 67.73
2023-06-30 $3.4M 37k 92.03
2023-03-31 $3.5M 36k 95.78

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Ishares Tr Eafe Grwth Etf (EFG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Amazon (AMZN)
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Select Sector Spdr Tr Sbi Healthcare (XLV)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Consilio Wealth Advisors

Top funds holding Pimco Etf Tr 25yr+ zero u s

Bank of America Corporation
Flagship Harbor Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Stifel Financial
UBS Group
Wells Fargo & Company
Commonwealth Equity Services
GenWealth Group
WCG Wealth Advisors
Citadel Advisors
Atlas Financial Advisors
Citizens Business Bank
Krilogy Financial
U.S. Capital Wealth Advisors
Goodman Advisory Group

View all funds holding Pimco Etf Tr 25yr+ zero u s