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

Atria Wealth Solutions’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	-5,711	Closed	-$409K	–	1942
2025 Q1	$409K	Hold	5,711	–	–	﹤0.01%	1298
2024 Q4	$392K	Hold	5,711	–	–	﹤0.01%	1397
2024 Q3	$471K	Hold	5,711	–	–	0.01%	1280
2024 Q2	$429K	Sell	5,711 -250	-4%	-$18.6K	﹤0.01%	1311
2024 Q1	$472K	Buy	5,961 +943	+19%	+$74.4K	0.01%	1297
2023 Q4	$428K	Buy	+5,018	New	+$374K	0.01%	1296
2023 Q3	–	Sell	-24,277	Closed	-$2.23M	–	1994
2023 Q2	$2.23M	Buy	+24,277	New	+$2.23M	0.03%	531

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 Wealth Solutions's ZROZ Position: Q2 2025 in Review

Atria Wealth Solutions sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2025, closing a stake of 5,711 shares — an estimated $409K sold.

Atria Wealth Solutions first reported a position in ZROZ in Q2 2023 and held it in 7 quarters. The position peaked at $2.23M in Q2 2023. 133 funds tracked by Wall St. Rank hold ZROZ as of Q2 2025.

Atria Wealth Solutions 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 Wealth Solutions sold 5,711 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2025, an estimated $409K.
Atria Wealth Solutions first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2023 and held it in 7 quarters.
Atria Wealth Solutions's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $2.23M in Q2 2023.
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 Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.