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

CHB Investment Group’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 		$2.16M Buy
32,257
+350
+1% +$23.2K 1.1% 42
2025
Q1 		$2.29M Buy
31,907
+2,063
+7% +$144K 1.22% 43
2024
Q4 		$2.05M Buy
29,844
+2,300
+8% +$172K 1.11% 46
2024
Q3 		$2.27M Buy
+27,544
New +$2.21M 1.2% 45

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
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

CHB Investment Group's ZROZ Position: Q2 2025 in Review

CHB Investment Group increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 1.1% in Q2 2025, buying an estimated $23.2K and bringing the position to 32,257 shares worth $2.16M. The position accounts for 1.1% of the portfolio, ranked #42.

CHB Investment Group first reported a position in ZROZ in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.29M in Q1 2025. 133 funds tracked by Wall St. Rank hold ZROZ as of Q2 2025.

  • CHB Investment Group held 32,257 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $2.16M as of Q2 2025.
  • CHB Investment Group bought 350 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2025, an estimated $23.2K.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 1.1% of CHB Investment Group's portfolio in Q2 2025, its #42 holding.
  • CHB Investment Group first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $2.29M in Q1 2025.
  • 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 CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.