Coppell Advisory Solutions’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Coppell Advisory Solutions’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	-15,151	Closed	-$1.52M	–	437
2025 Q1	$1.52M	Buy	15,151 +12,811	+547%	+$895K	0.21%	117
2024 Q4	$164K	Hold	2,340	–	–	0.02%	315
2024 Q3	$193K	Hold	2,340	–	–	0.03%	291
2024 Q2	$176K	Buy	+2,340	New	+$174K	0.03%	280
2023 Q4	$200K	Sell	2,340 -227,210	-99%	-$16.9M	0.04%	266
2023 Q3	$20M	Buy	229,550 +229,304	+93,213%	+$18.9M	6.9%	3
2023 Q2	$22.2K	Buy	+246	New	+$22.6K	0.01%	541
2023 Q1	–	Sell	-229,550	Closed	-$20M	–	1120
2022 Q4	$20M	Buy	+229,550	New	+$20.6M	6.79%	3

Other funds holding ZROZ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Coppell Advisory Solutions's ZROZ Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2025, closing a stake of 15,151 shares — an estimated $1.52M sold.

Coppell Advisory Solutions first reported a position in ZROZ in Q4 2022 and held it in 8 quarters. The position peaked at $20M in Q3 2023. 133 funds tracked by Wall St. Rank hold ZROZ as of Q2 2025.

Coppell Advisory Solutions 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.
Coppell Advisory Solutions sold 15,151 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2025, an estimated $1.52M.
Coppell Advisory Solutions first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2022 and held it in 8 quarters.
Coppell Advisory Solutions's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $20M in Q3 2023.
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 Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.