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 Q2	$9.89M	Buy	154,331 +4,843	+3%	+$305K	0.47%	71
2026 Q1	$9.57M	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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

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

Cyndeo Wealth Partners's ZROZ Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 3.2% in Q2 2026, buying an estimated $305K and bringing the position to 154,331 shares worth $9.89M. The position accounts for 0.47% of the portfolio, ranked #71.

Cyndeo Wealth Partners first reported a position in ZROZ in Q1 2025 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

Cyndeo Wealth Partners held 154,331 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $9.89M as of Q2 2026.
Cyndeo Wealth Partners bought 4,843 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $305K.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.47% of Cyndeo Wealth Partners's portfolio in Q2 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 6 quarters since.
123 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.