Byrne Financial Freedom’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Byrne Financial Freedom’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 Q1	–	Sell	-3,178	Closed	-$204K	–	111
2025 Q4	$204K	Sell	3,178 -907	-22%	-$61.4K	0.09%	98
2025 Q3	$278K	Buy	+4,085	New	+$268K	0.14%	81
2025 Q2	–	Sell	-3,523	Closed	-$252K	–	104
2025 Q1	$252K	Sell	3,523 -154,791	-98%	-$10.8M	0.14%	82
2024 Q4	$10.9M	Buy	+158,314	New	+$11.9M	4.83%	2

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

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

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

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

Byrne Financial Freedom's ZROZ Position: Q1 2026 in Review

Byrne Financial Freedom sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q1 2026, closing a stake of 3,178 shares — an estimated $204K sold.

Byrne Financial Freedom first reported a position in ZROZ in Q4 2024 and held it in 4 quarters. The position peaked at $10.9M in Q4 2024. 127 funds tracked by Wall St. Rank hold ZROZ as of Q1 2026.

Byrne Financial Freedom reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Byrne Financial Freedom sold 3,178 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q1 2026, an estimated $204K.
Byrne Financial Freedom first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2024 and held it in 4 quarters.
Byrne Financial Freedom's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $10.9M in Q4 2024.
127 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.