Cambridge Investment Research Advisors
ZROZ icon

Cambridge Investment Research Advisors’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Cambridge Investment Research 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
2025
Q4 		– Sell
-68,542
Closed -$4.66M – 3980
2025
Q3 		$4.66M Buy
68,542
+1,839
+3% +$120K 0.01% 959
2025
Q2 		$4.47M Sell
66,703
-20,117
-23% -$1.33M 0.01% 914
2025
Q1 		$6.22M Buy
86,820
+15,748
+22% +$1.1M 0.02% 686
2024
Q4 		$4.88M Buy
71,072
+32,638
+85% +$2.45M 0.02% 814
2024
Q3 		$3.17M Buy
38,434
+18,614
+94% +$1.5M 0.01% 1052
2024
Q2 		$1.49M Sell
19,820
-7,127
-26% -$529K 0.01% 1494
2024
Q1 		$2.14M Buy
26,947
+10,060
+60% +$794K 0.01% 1218
2023
Q4 		$1.44M Buy
16,887
+10,220
+153% +$762K 0.01% 1417
2023
Q3 		$485K Sell
6,667
-67,398
-91% -$5.55M ﹤0.01% 2114
2023
Q2 		$6.82M Buy
74,065
+62,765
+555% +$5.76M 0.03% 516
2023
Q1 		$1.08M Buy
11,300
+8,302
+277% +$780K 0.01% 1525
2022
Q4 		$262K Buy
2,998
+733
+32% +$65.7K ﹤0.01% 2538
2022
Q3 		$211K Buy
+2,265
New +$238K ﹤0.01% 2659
2022
Q2 		– Sell
-24,515
Closed -$3.25M – 3230
2022
Q1 		$3.25M Buy
24,515
+14,084
+135% +$1.96M 0.01% 869
2021
Q4 		$1.59M Buy
10,431
+2,161
+26% +$327K 0.01% 1286
2021
Q3 		$1.2M Buy
8,270
+678
+9% +$102K 0.01% 1395
2021
Q2 		$1.1M Buy
+7,592
New +$1.04M 0.01% 1465
2021
Q1 		– Sell
-10,507
Closed -$1.72M – 3006
2020
Q4 		$1.72M Buy
10,507
+3,447
+49% +$567K 0.01% 1008
2020
Q3 		$1.21M Sell
7,060
-1,064
-13% -$187K 0.01% 1080
2020
Q2 		$1.41M Buy
8,124
+478
+6% +$83.5K 0.01% 938
2020
Q1 		$1.34M Buy
7,646
+3,106
+68% +$476K 0.01% 831
2019
Q4 		$605K Sell
4,540
-4,518
-50% -$628K ﹤0.01% 1459
2019
Q3 		$1.31M Buy
+9,058
New +$1.25M 0.01% 934
2018
Q3 		– Sell
-2,374
Closed -$274K – 2312
2018
Q2 		$274K Sell
2,374
-712
-23% -$79.5K ﹤0.01% 1801
2018
Q1 		$355K Sell
3,086
-1,326
-30% -$149K ﹤0.01% 1550
2017
Q4 		$536K Sell
4,412
-22
-0.5% -$2.6K 0.01% 1291
2017
Q3 		$517K Sell
4,434
-319
-7% -$37.5K 0.01% 1239
2017
Q2 		$557K Buy
4,753
+195
+4% +$22.3K 0.01% 1136
2017
Q1 		$506K Sell
4,558
-210
-4% -$23.1K 0.01% 1068
2016
Q4 		$518K Buy
4,768
+1,453
+44% +$170K 0.01% 990
2016
Q3 		$448K Sell
3,315
-2,612
-44% -$357K 0.01% 1100
2016
Q2 		$803K Buy
5,927
+3,519
+146% +$441K 0.02% 719
2016
Q1 		$299K Buy
+2,408
New +$291K 0.01% 1171

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Cambridge Investment Research Advisors's ZROZ Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2025, closing a stake of 68,542 shares — an estimated $4.66M sold.

Cambridge Investment Research Advisors first reported a position in ZROZ in Q1 2016 and held it in 33 quarters. The position peaked at $6.82M in Q2 2023. 134 funds tracked by Wall St. Rank hold ZROZ as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 68,542 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2025, an estimated $4.66M.
  • Cambridge Investment Research Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2016 and held it in 33 quarters.
  • Cambridge Investment Research Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $6.82M in Q2 2023.
  • 134 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.