Cyndeo Wealth Partners
ZROZ icon

Cyndeo Wealth Partners’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Cyndeo Wealth Partners’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
Q3 		$9.6M Buy
177,154
+22,823
+15% +$1.35M 0.43% 71
2026
Q2 		$9.9M Buy
154,331
+4,843
+3% +$305K 0.47% 71
2026
Q1 		$9.6M Buy
149,488
+41,537
+38% +$2.71M 0.5% 62
2025
Q4 		$6.94M Buy
107,951
+3,849
+4% +$261K 0.37% 79
2025
Q3 		$7.07M Buy
104,102
+714
+0.7% +$46.8K 0.39% 72
2025
Q2 		$6.93M Buy
103,388
+1,552
+2% +$103K 0.41% 73
2025
Q1 		$7.29M Buy
+101,836
New +$7.11M 0.48% 68

Other funds holding ZROZ

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Cyndeo Wealth Partners's ZROZ Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 15% in Q3 2026, buying an estimated $1.35M and bringing the position to 177,154 shares worth $9.6M. The position accounts for 0.43% of the portfolio, ranked #71.

Cyndeo Wealth Partners first reported a position in ZROZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.9M in Q2 2026. 30 funds tracked by Wall St. Rank hold ZROZ as of Q3 2026.

  • Cyndeo Wealth Partners held 177,154 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $9.6M as of Q3 2026.
  • Cyndeo Wealth Partners bought 22,823 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q3 2026, an estimated $1.35M.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.43% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #71 holding.
  • Cyndeo Wealth Partners first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2025 and has held it in 7 quarters since.
  • Cyndeo Wealth Partners's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $9.9M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.