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Pimco Etf Tr 25yr+ zero u s shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services 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 Montgomery Financial Services 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $61k 947 64.10

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

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

Mirae Asset Global Investments
Bank of America Corporation
LPL Financial
Adviser Investments
RiverFront Investment Group
Envestnet Asset Management
Consolidated Planning Corp
GenWealth Group
Susquehanna International
Krilogy Financial
Raymond James Financial
Jane Street
Morgan Stanley
Cyndeo Wealth Partners
Citadel Advisors

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