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Goodman Advisory Group’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Goodman Advisory Group’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 		$1.49M Sell
23,227
-882
-4% -$57.5K 0.39% 50
2025
Q4 		$1.55M Buy
24,109
+3,778
+19% +$256K 0.38% 40
2025
Q3 		$1.38M Sell
20,331
-5,350
-21% -$350K 0.34% 40
2025
Q2 		$1.72M Sell
25,681
-112,389
-81% -$7.44M 0.59% 34
2025
Q1 		$9.89M Buy
138,070
+10,863
+9% +$759K 3.02% 9
2024
Q4 		$8.73M Buy
127,207
+11,552
+10% +$866K 2.57% 14
2024
Q3 		$9.53M Sell
115,655
-1,118
-1% -$89.9K 2.72% 13
2024
Q2 		$8.77M Buy
116,773
+247
+0.2% +$18.3K 2.62% 11
2024
Q1 		$9.23M Buy
116,526
+8,655
+8% +$683K 2.93% 8
2023
Q4 		$9.2M Buy
107,871
+82,584
+327% +$6.16M 3.14% 11
2023
Q3 		$1.84M Buy
+25,287
New +$2.08M 0.69% 37

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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 $376B 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 $3.1B AUM 20.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return