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Pimco Etf Tr 25yr+ zero u s shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust 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 Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 49k 79.25
2023-12-31 $5.1M 60k 85.33
2023-09-30 $8.4M 116k 72.73

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Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
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View all positions for Legacy Private Trust

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
Mirae Asset Global Investments
Stifel Financial
UBS Group
Wells Fargo & Company
Commonwealth Equity Services
GenWealth Group
WCG Wealth Advisors
Citadel Advisors
Atlas Financial Advisors
Financial Advocates Investment Management
Citizens Business Bank
Krilogy Financial

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