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

EverSource Wealth Advisors’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	$5.68K	Buy	+105	New	+$6.19K	﹤0.01%	3229
2026 Q1	–	Sell	-350	Closed	-$22.5K	–	4516
2025 Q4	$22.5K	Hold	350	–	–	﹤0.01%	2310
2025 Q3	$23.8K	Hold	350	–	–	﹤0.01%	2242
2025 Q2	$23.5K	Sell	350 -650	-65%	-$43K	﹤0.01%	2175
2025 Q1	$71.6K	Buy	+1,000	New	+$69.8K	﹤0.01%	1058

Other funds holding ZROZ

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

EverSource Wealth Advisors's ZROZ Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2026: 105 shares worth $5.68K. The stake represents ﹤0.01% of the portfolio and ranks #3229 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in ZROZ as recently as Q4 2025.

EverSource Wealth Advisors first reported a position in ZROZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $71.6K in Q1 2025. 74 funds tracked by Wall St. Rank hold ZROZ as of Q3 2026.

EverSource Wealth Advisors held 105 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $5.68K as of Q3 2026.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund was a new EverSource Wealth Advisors position in Q3 2026.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3229 holding.
EverSource Wealth Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $71.6K in Q1 2025.
74 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.