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

Financial Advocates Investment 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
2025 Q3	$1.53M	Buy	+22,499	New	+$1.47M	0.86%	35
2024 Q4	–	Sell	-166,730	Closed	-$13.7M	–	824
2024 Q3	$13.7M	Buy	166,730 +51,561	+45%	+$4.14M	0.78%	23
2024 Q2	$8.65M	Sell	115,169 -3,205	-3%	-$238K	0.54%	40
2024 Q1	$9.38M	Buy	118,374 +34,446	+41%	+$2.72M	0.54%	38
2023 Q4	$7.16M	Buy	+83,928	New	+$6.26M	0.47%	52
2023 Q2	–	Sell	-15,928	Closed	-$1.53M	–	785
2023 Q1	$1.53M	Buy	15,928 +842	+6%	+$79.1K	0.11%	212
2022 Q4	$1.32M	Buy	+15,086	New	+$1.35M	0.1%	231

Other funds holding ZROZ

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

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

Financial Advocates Investment Management's ZROZ Position: Q3 2025 in Review

Financial Advocates Investment Management opened a new position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2025: 22,499 shares worth $1.53M. The stake represents 0.86% of the portfolio and ranks #35 among its holdings. This is a return to the name: Financial Advocates Investment Management previously reported a position in ZROZ as recently as Q3 2024.

Financial Advocates Investment Management first reported a position in ZROZ in Q4 2022 and has held it in 7 quarters since. The position peaked at $13.7M in Q3 2024. 131 funds tracked by Wall St. Rank hold ZROZ as of Q3 2025.

Financial Advocates Investment Management held 22,499 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $1.53M as of Q3 2025.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund was a new Financial Advocates Investment Management position in Q3 2025.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.86% of Financial Advocates Investment Management's portfolio in Q3 2025, its #35 holding.
Financial Advocates Investment Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2022 and has held it in 7 quarters since.
Financial Advocates Investment Management's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $13.7M in Q3 2024.
131 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.