B.O.S.S. Retirement Advisors’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

B.O.S.S. Retirement Advisors’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
2026 Q2	$512K	Buy	+7,991	New	+$503K	0.14%	90
2025 Q2	–	Sell	-4,081	Closed	-$292K	–	212
2025 Q1	$292K	Sell	4,081 -9,702	-70%	-$677K	0.08%	140
2024 Q4	$946K	Buy	13,783 +2,194	+19%	+$165K	0.26%	76
2024 Q3	$955K	Buy	11,589 +1,249	+12%	+$100K	0.19%	127
2024 Q2	$776K	Buy	+10,340	New	+$768K	0.2%	115

Other funds holding ZROZ

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

RIG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

B.O.S.S. Retirement Advisors's ZROZ Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors opened a new position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2026: 7,991 shares worth $512K. The stake represents 0.14% of the portfolio and ranks #90 among its holdings. This is a return to the name: B.O.S.S. Retirement Advisors previously reported a position in ZROZ as recently as Q1 2025.

B.O.S.S. Retirement Advisors first reported a position in ZROZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $955K in Q3 2024. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

B.O.S.S. Retirement Advisors held 7,991 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $512K as of Q2 2026.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund was a new B.O.S.S. Retirement Advisors position in Q2 2026.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.14% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #90 holding.
B.O.S.S. Retirement Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2024 and has held it in 5 quarters since.
B.O.S.S. Retirement Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $955K in Q3 2024.
123 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.