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

Decker Retirement 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
Q3 		$12.6K Hold
234
– – ﹤0.01% 171
2026
Q2 		$15K Buy
+234
New +$14.7K 0.01% 192
2025
Q1 		– Sell
-52
Closed -$3.58K – 630
2024
Q4 		$3.58K Buy
+52
New +$3.9K ﹤0.01% 367

Other funds holding ZROZ

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Decker Retirement Planning's ZROZ Position: Q3 2026 in Review

Decker Retirement Planning held its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) position steady in Q3 2026 at 234 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Decker Retirement Planning first reported a position in ZROZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $15K in Q2 2026. 87 funds tracked by Wall St. Rank hold ZROZ as of Q3 2026.

  • Decker Retirement Planning held 234 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $12.6K as of Q3 2026.
  • Decker Retirement Planning left its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #171 holding.
  • Decker Retirement Planning first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2024 and has held it in 3 quarters since.
  • Decker Retirement Planning's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $15K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.