Creative Planning
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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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$340K Buy
2023
Q4 		– Sell
2023
Q3 		$319K Hold
2023
Q2 		$404K Hold
2023
Q1 		$420K Buy
2020
Q2 		– Sell
2020
Q1 		$492K Buy
2017
Q1 		– Sell
2016
Q4 		$11K Sell
2016
Q3 		$17K Buy
2016
Q2 		$3K Buy