Citadel Advisors’s PIMCO Senior Loan and Short-Term Active ETF LONZ Stock Holding History

Citadel Advisors’s Portfolio LONZ Stock Details LONZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,887	Closed	-$301K	–	13485
2025 Q3	$301K	Buy	+5,887	New	+$300K	﹤0.01%	10371
2024 Q4	–	Sell	-7,776	Closed	-$398K	–	15012
2024 Q3	$398K	Buy	7,776 +1,261	+19%	+$64.3K	﹤0.01%	8730
2024 Q2	$333K	Buy	+6,515	New	+$333K	﹤0.01%	8923
2024 Q1	–	Sell	-4,999	Closed	-$252K	–	15098
2023 Q4	$252K	Buy	+4,999	New	+$251K	﹤0.01%	9503
2022 Q4	–	Sell	-5,580	Closed	-$271K	–	15211
2022 Q3	$271K	Buy	+5,580	New	+$276K	﹤0.01%	9789

Other funds holding LONZ

Allianz Asset Management Munich, Germany $123B AUM 45.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Flatrock Wealth Partners Newport Beach, California $255M AUM

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Citadel Advisors's LONZ Position: Q4 2025 in Review

Citadel Advisors sold out of PIMCO Senior Loan and Short-Term Active ETF (LONZ) in Q4 2025, closing a stake of 5,887 shares — an estimated $301K sold.

Citadel Advisors first reported a position in LONZ in Q3 2022 and held it in 5 quarters. The position peaked at $398K in Q3 2024. 63 funds tracked by Wall St. Rank hold LONZ as of Q4 2025.

Citadel Advisors reported no remaining PIMCO Senior Loan and Short-Term Active ETF position as of Q4 2025 after selling out during the quarter.
Citadel Advisors sold 5,887 PIMCO Senior Loan and Short-Term Active ETF shares in Q4 2025, an estimated $301K.
Citadel Advisors first reported a position in PIMCO Senior Loan and Short-Term Active ETF in Q3 2022 and held it in 5 quarters.
Citadel Advisors's PIMCO Senior Loan and Short-Term Active ETF position peaked at $398K in Q3 2024.
63 funds tracked by Wall St. Rank held PIMCO Senior Loan and Short-Term Active ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.