Number of Shares
31,907.00
Current Holdings Value*
$2.29 Mil
% of Portfolio
1.22%
Total Estimate Gain
$-426,003.36
% of Total Estimate Gain
-16.84%

CHB Investment Group, LLC's PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Holding Summary

As of 2025-03-31, CHB Investment Group, LLC held 31,907.00 shares of PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund(ZROZ), totaling $2.29 Mil. This investment constitutes 1.22% of their stock portfolio, and CHB Investment Group, LLC now holds 0.15% of the outstanding PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund(ZROZ) stock.

The initial trade took place in 2024Q3. And since then CHB Investment Group, LLC has made 2 purchases of ZROZ, at an average price of $79.29, for a total of 31,907.00 shares. Based on historical transaction data and ZROZ's current price of $65.94, CHB Investment Group, LLC's estimated gain on his ZROZ holdings is $-426,003.36, reflecting a -16.84% gain to date.

CHB Investment Group, LLC ZROZ ($65.94) Holding Chart

CHB Investment Group, LLC ZROZ ($65.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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