AF
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 – 2203
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

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AAS
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LPL Financial
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RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return