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

HighTower 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
2025 Q4	–	Sell	-6,259	Closed	-$425K	–	4014
2025 Q3	$425K	Sell	6,259 -15,313	-71%	-$1M	﹤0.01%	2742
2025 Q2	$1.45M	Buy	21,572 +10,901	+102%	+$721K	﹤0.01%	1767
2025 Q1	$764K	Buy	10,671 +4,300	+67%	+$300K	﹤0.01%	2148
2024 Q4	$437K	Buy	6,371 +954	+18%	+$71.5K	﹤0.01%	2579
2024 Q3	$444K	Buy	+5,417	New	+$435K	﹤0.01%	2481
2023 Q3	–	Sell	-3,972	Closed	-$365K	–	3780
2023 Q2	$365K	Buy	3,972 +1,000	+34%	+$91.7K	﹤0.01%	2419
2023 Q1	$284K	Sell	2,972 -24,925	-89%	-$2.34M	﹤0.01%	2499
2022 Q4	$2.43M	Buy	27,897 +1,596	+6%	+$143K	0.01%	1188
2022 Q3	$2.45M	Buy	+26,301	New	+$2.77M	0.01%	1118

Other funds holding ZROZ

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

AAS

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HighTower Advisors's ZROZ Position: Q4 2025 in Review

HighTower Advisors sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2025, closing a stake of 6,259 shares — an estimated $425K sold.

HighTower Advisors first reported a position in ZROZ in Q3 2022 and held it in 9 quarters. The position peaked at $2.45M in Q3 2022. 134 funds tracked by Wall St. Rank hold ZROZ as of Q4 2025.

HighTower Advisors reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
HighTower Advisors sold 6,259 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2025, an estimated $425K.
HighTower Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2022 and held it in 9 quarters.
HighTower Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $2.45M in Q3 2022.
134 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q4 2025.

Based on HighTower Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.