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

Capital A Wealth Management’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
-2
Closed -$143 – 862
2025
Q1 		$143 Sell
2
-310
-99% -$21.6K ﹤0.01% 691
2024
Q4 		$21.4K Buy
+312
New +$23.4K 0.04% 224

Other funds holding ZROZ

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital A Wealth Management's ZROZ Position: Q2 2025 in Review

Capital A Wealth Management sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2025, closing a stake of 2 shares — an estimated $143 sold.

Capital A Wealth Management first reported a position in ZROZ in Q4 2024 and held it in 2 quarters. The position peaked at $21.4K in Q4 2024. 133 funds tracked by Wall St. Rank hold ZROZ as of Q2 2025.

  • Capital A Wealth Management 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.
  • Capital A Wealth Management sold 2 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2025, an estimated $143.
  • Capital A Wealth Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $21.4K in Q4 2024.
  • 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 Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.