Number of Shares
47,500.00
Current Holdings Value*
$3.40 Mil
% of Portfolio
1.83%
Total Estimate Gain
$-628,495.77
% of Total Estimate Gain
-8.09%

Mid-American Wealth Advisory Group, Inc.'s PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Holding Summary

As of 2025-03-31, Mid-American Wealth Advisory Group, Inc. held 47,500.00 shares of PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund(ZROZ), totaling $3.40 Mil. This investment constitutes 1.83% of their stock portfolio, and Mid-American Wealth Advisory Group, Inc. now holds 0.22% of the outstanding PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund(ZROZ) stock.

The initial trade took place in 2024Q2. And since then Mid-American Wealth Advisory Group, Inc. has made 2 purchases of ZROZ, at an average price of $74.68, for a total of 103,999.00 shares. In addition, there have been 2 sales at an average price of $72.21 for 56,499.00 shares. Based on historical transaction data and ZROZ's current price of $64.40, Mid-American Wealth Advisory Group, Inc.'s estimated gain on his ZROZ holdings is $-628,495.77, reflecting a -8.09% gain to date.

Mid-American Wealth Advisory Group, Inc. ZROZ ($64.40) Holding Chart

Mid-American Wealth Advisory Group, Inc. ZROZ ($64.40) 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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