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

FLP 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
Q1 		$1.36M Buy
21,267
+8,514
+67% +$555K 2.81% 9
2025
Q4 		$819K Buy
12,753
+324
+3% +$21.9K 1.94% 15
2025
Q3 		$845K Buy
12,429
+3,689
+42% +$242K 2.38% 10
2025
Q2 		$586K Sell
8,740
-6,407
-42% -$424K 1.65% 20
2025
Q1 		$1.08M Sell
15,147
-50
-0.3% -$3.49K 3.45% 11
2024
Q4 		$1.04M Buy
+15,197
New +$1.14M 2.67% 9

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FLP Wealth Management's ZROZ Position: Q1 2026 in Review

FLP Wealth Management increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 67% in Q1 2026, buying an estimated $555K and bringing the position to 21,267 shares worth $1.36M. The position accounts for 2.81% of the portfolio, ranked #9.

FLP Wealth Management first reported a position in ZROZ in Q4 2024 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold ZROZ as of Q1 2026.

  • FLP Wealth Management held 21,267 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $1.36M as of Q1 2026.
  • FLP Wealth Management bought 8,514 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q1 2026, an estimated $555K.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 2.81% of FLP Wealth Management's portfolio in Q1 2026, its #9 holding.
  • FLP Wealth Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
  • 127 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.