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

Farther Finance 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 		$175K Buy
3,247
+168
+5% +$9.91K ﹤0.01% 2404
2026
Q2 		$197K Buy
3,079
+792
+35% +$49.8K ﹤0.01% 2246
2026
Q1 		$145K Sell
2,287
-76
-3% -$4.96K ﹤0.01% 2250
2025
Q4 		$152K Hold
2,363
– – ﹤0.01% 2089
2025
Q3 		$161K Hold
2,363
– – ﹤0.01% 1743
2025
Q2 		$158K Buy
+2,363
New +$156K ﹤0.01% 1511

Other funds holding ZROZ

RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
KF
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
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors's ZROZ Position: Q3 2026 in Review

Farther Finance Advisors increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 5.5% in Q3 2026, buying an estimated $9.91K and bringing the position to 3,247 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Farther Finance Advisors first reported a position in ZROZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $197K in Q2 2026. 7 funds tracked by Wall St. Rank hold ZROZ as of Q3 2026.

  • Farther Finance Advisors held 3,247 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $175K as of Q3 2026.
  • Farther Finance Advisors bought 168 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q3 2026, an estimated $9.91K.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2404 holding.
  • Farther Finance Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $197K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.