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

Beverly Hills Private Wealth’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
Q1 		– Sell
-4,439
Closed -$305K – 352
2024
Q4 		$305K Buy
+4,439
New +$333K 0.06% 257

Other funds holding ZROZ

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RWP
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beverly Hills Private Wealth's ZROZ Position: Q1 2025 in Review

Beverly Hills Private Wealth sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q1 2025, closing a stake of 4,439 shares — an estimated $305K sold.

Beverly Hills Private Wealth first reported a position in ZROZ in Q4 2024 and held it in 1 quarter. The position peaked at $305K in Q4 2024. 144 funds tracked by Wall St. Rank hold ZROZ as of Q1 2025.

  • Beverly Hills Private Wealth reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,439 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q1 2025, an estimated $305K.
  • Beverly Hills Private Wealth first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • Beverly Hills Private Wealth's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $305K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q1 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2025, filed 30 Apr 2025.