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

Atria Investments’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 Q2	–	Sell	-10,341	Closed	-$741K	–	2093
2025 Q1	$741K	Buy	10,341 +1,087	+12%	+$75.9K	0.01%	1133
2024 Q4	$635K	Buy	+9,254	New	+$694K	0.01%	1203
2019 Q4	–	Sell	-3,200	Closed	-$463K	–	1245
2019 Q3	$463K	Buy	+3,200	New	+$441K	0.02%	606

Other funds holding ZROZ

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments's ZROZ Position: Q2 2025 in Review

Atria Investments sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2025, closing a stake of 10,341 shares — an estimated $741K sold.

Atria Investments first reported a position in ZROZ in Q3 2019 and held it in 3 quarters. The position peaked at $741K in Q1 2025. 133 funds tracked by Wall St. Rank hold ZROZ as of Q2 2025.

Atria Investments reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 10,341 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2025, an estimated $741K.
Atria Investments first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2019 and held it in 3 quarters.
Atria Investments's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $741K in Q1 2025.
133 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.