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ZROZ icon

Advisornet Financial’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Advisornet Financial’s Portfolio ZROZ Stock Details ZROZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$13.6K – 2370
2025
Q3 		$13.6K Buy
+200
New +$13.1K ﹤0.01% 1428
2024
Q2 		– Sell
-310
Closed -$24.6K – 2200
2024
Q1 		$24.6K Sell
310
-200
-39% -$15.8K ﹤0.01% 1017
2023
Q4 		$43.5K Buy
510
+300
+143% +$22.4K ﹤0.01% 845
2023
Q3 		$15.3K Sell
210
-90
-30% -$7.42K ﹤0.01% 1124
2023
Q2 		$27.6K Buy
+300
New +$27.5K ﹤0.01% 982

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Advisornet Financial's ZROZ Position: Q4 2025 in Review

Advisornet Financial sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2025, closing a stake of 200 shares — an estimated $13.6K sold.

Advisornet Financial first reported a position in ZROZ in Q2 2023 and held it in 5 quarters. The position peaked at $43.5K in Q4 2023. 134 funds tracked by Wall St. Rank hold ZROZ as of Q4 2025.

  • Advisornet Financial reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 200 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2025, an estimated $13.6K.
  • Advisornet Financial first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2023 and held it in 5 quarters.
  • Advisornet Financial's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $43.5K in Q4 2023.
  • 134 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.