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

Cetera Investment Advisers’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 		$342K Sell
5,329
-1,238
-19% -$77.9K ﹤0.01% 4038
2026
Q1 		$420K Sell
6,567
-1,881
-22% -$123K ﹤0.01% 3667
2025
Q4 		$543K Sell
8,448
-22,599
-73% -$1.53M ﹤0.01% 3362
2025
Q3 		$2.11M Sell
31,047
-59
-0.2% -$3.87K ﹤0.01% 2123
2025
Q2 		$2.09M Buy
31,106
+647
+2% +$42.8K ﹤0.01% 1814
2025
Q1 		$2.18M Sell
30,459
-280
-0.9% -$19.6K ﹤0.01% 1687
2024
Q4 		$2.11M Sell
30,739
-23,456
-43% -$1.76M ﹤0.01% 1605
2024
Q3 		$4.47M Buy
54,195
+29,436
+119% +$2.37M 0.01% 1062
2024
Q2 		$1.86M Sell
24,759
-4,873
-16% -$362K ﹤0.01% 1628
2024
Q1 		$2.35M Buy
29,632
+26,488
+842% +$2.09M 0.01% 1432
2023
Q4 		$268K Sell
3,144
-21
-0.7% -$1.56K ﹤0.01% 1852
2023
Q3 		$230K Buy
3,165
+78
+3% +$6.43K ﹤0.01% 1891
2023
Q2 		$284K Buy
+3,087
New +$283K ﹤0.01% 1787
2021
Q3 		– Sell
-1,885
Closed -$274K – 1885
2021
Q2 		$274K Sell
1,885
-479
-20% -$65.9K ﹤0.01% 1472
2021
Q1 		$312K Buy
2,364
+621
+36% +$89.8K 0.01% 1237
2020
Q4 		$285K Buy
1,743
+282
+19% +$46.4K 0.01% 1267
2020
Q3 		$250K Buy
+1,461
New +$257K 0.02% 540

Other funds holding ZROZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Cetera Investment Advisers's ZROZ Position: Q2 2026 in Review

Cetera Investment Advisers reduced its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 19% in Q2 2026, selling an estimated $77.9K and leaving 5,329 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #4038.

Cetera Investment Advisers first reported a position in ZROZ in Q3 2020 and has held it in 17 quarters since. The position peaked at $4.47M in Q3 2024. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

  • Cetera Investment Advisers held 5,329 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $342K as of Q2 2026.
  • Cetera Investment Advisers sold 1,238 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $77.9K.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4038 holding.
  • Cetera Investment Advisers first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2020 and has held it in 17 quarters since.
  • Cetera Investment Advisers's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $4.47M 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 Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.