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Atlantic Union Bankshares’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Atlantic Union Bankshares’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
-75
Closed -$5.1K – 1789
2025
Q3 		$5.1K Buy
+75
New +$4.91K ﹤0.01% 1369

Other funds holding ZROZ

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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 $1.37T AUM 24.88% 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

Atlantic Union Bankshares's ZROZ Position: Q4 2025 in Review

Atlantic Union Bankshares sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2025, closing a stake of 75 shares — an estimated $5.1K sold.

Atlantic Union Bankshares first reported a position in ZROZ in Q3 2025 and held it in 1 quarter. The position peaked at $5.1K in Q3 2025. 134 funds tracked by Wall St. Rank hold ZROZ as of Q4 2025.

  • Atlantic Union Bankshares 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.
  • Atlantic Union Bankshares sold 75 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2025, an estimated $5.1K.
  • Atlantic Union Bankshares first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
  • Atlantic Union Bankshares's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $5.1K in Q3 2025.
  • 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 Atlantic Union Bankshares's 13F filing for Q4 2025, filed 4 Feb 2026.