Creative Planning’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Creative Planning’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 Q1	–	Sell	-5,291	Closed	-$340K	–	4212
2025 Q4	$340K	Buy	+5,291	New	+$358K	﹤0.01%	3157
2023 Q4	–	Sell	-4,388	Closed	-$319K	–	3114
2023 Q3	$319K	Hold	4,388	–	–	﹤0.01%	1883
2023 Q2	$404K	Hold	4,388	–	–	﹤0.01%	1691
2023 Q1	$420K	Buy	+4,388	New	+$412K	﹤0.01%	1583
2020 Q2	–	Sell	-2,817	Closed	-$492K	–	2154
2020 Q1	$492K	Buy	+2,817	New	+$432K	﹤0.01%	957
2017 Q1	–	Sell	-100	Closed	-$11K	–	4940
2016 Q4	$11K	Sell	100 -26	-21%	-$3.05K	﹤0.01%	3509
2016 Q3	$17K	Buy	126 +101	+404%	+$13.8K	﹤0.01%	3177
2016 Q2	$3K	Buy	+25	New	+$3.13K	﹤0.01%	3921

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Creative Planning's ZROZ Position: Q1 2026 in Review

Creative Planning sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q1 2026, closing a stake of 5,291 shares — an estimated $340K sold.

Creative Planning first reported a position in ZROZ in Q2 2016 and held it in 8 quarters. The position peaked at $492K in Q1 2020. 127 funds tracked by Wall St. Rank hold ZROZ as of Q1 2026.

Creative Planning reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 5,291 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q1 2026, an estimated $340K.
Creative Planning first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2016 and held it in 8 quarters.
Creative Planning's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $492K in Q1 2020.
127 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.