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

Evolution Wealth Management’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 		$1.41K Hold
22
– – ﹤0.01% 858
2026
Q1 		$1.41K Sell
22
-19
-46% -$1.24K ﹤0.01% 770
2025
Q4 		$2.63K Hold
41
– – ﹤0.01% 618
2025
Q3 		$2.79K Hold
41
– – ﹤0.01% 478
2025
Q2 		$2.75K Buy
+41
New +$2.71K ﹤0.01% 497

Other funds holding ZROZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
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
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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Evolution Wealth Management's ZROZ Position: Q2 2026 in Review

Evolution Wealth Management held its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) position steady in Q2 2026 at 22 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Evolution Wealth Management first reported a position in ZROZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.79K in Q3 2025. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

  • Evolution Wealth Management held 22 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $1.41K as of Q2 2026.
  • Evolution Wealth Management left its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #858 holding.
  • Evolution Wealth Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $2.79K in Q3 2025.
  • 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 Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.