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

HRT Financial’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	–	Sell	-21,238	Closed	-$1.36M	–	4892
2025 Q4	$1.36M	Buy	+21,238	New	+$1.44M	﹤0.01%	1537
2023 Q3	–	Sell	-8,172	Closed	-$752K	–	3215
2023 Q2	$752K	Buy	+8,172	New	+$749K	0.01%	1124
2022 Q4	–	Sell	-5,459	Closed	-$508K	–	3277
2022 Q3	$508K	Buy	+5,459	New	+$574K	0.01%	1449

Other funds holding ZROZ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HRT Financial's ZROZ Position: Q1 2026 in Review

HRT Financial sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q1 2026, closing a stake of 21,238 shares — an estimated $1.36M sold.

HRT Financial first reported a position in ZROZ in Q3 2022 and held it in 3 quarters. The position peaked at $1.36M in Q4 2025. 127 funds tracked by Wall St. Rank hold ZROZ as of Q1 2026.

HRT Financial reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 21,238 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q1 2026, an estimated $1.36M.
HRT Financial first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2022 and held it in 3 quarters.
HRT Financial's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $1.36M in Q4 2025.
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 HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.