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Golden Reserve Retirement’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Golden Reserve Retirement’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 		$2.06M Buy
32,121
+13,584
+73% +$855K 0.32% 18
2026
Q1 		$1.19M Buy
18,537
+11,031
+147% +$719K 0.24% 16
2025
Q4 		$482K Buy
+7,506
New +$508K 0.09% 53

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Golden Reserve Retirement's ZROZ Position: Q2 2026 in Review

Golden Reserve Retirement increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 73% in Q2 2026, buying an estimated $855K and bringing the position to 32,121 shares worth $2.06M. The position accounts for 0.32% of the portfolio, ranked #18.

Golden Reserve Retirement first reported a position in ZROZ in Q4 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

  • Golden Reserve Retirement held 32,121 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $2.06M as of Q2 2026.
  • Golden Reserve Retirement bought 13,584 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $855K.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.32% of Golden Reserve Retirement's portfolio in Q2 2026, its #18 holding.
  • Golden Reserve Retirement first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.