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

IFG Advisory’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	$59.8K	Buy	+933	New	+$58.7K	﹤0.01%	1271
2021 Q1	–	Sell	-1,381	Closed	-$225K	–	491
2020 Q4	$225K	Sell	1,381 -406	-23%	-$66.8K	0.03%	416
2020 Q3	$305K	Buy	1,787 +546	+44%	+$96K	0.05%	322
2020 Q2	$214K	Buy	+1,241	New	+$217K	0.04%	367

Other funds holding ZROZ

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

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

IFG Advisory's ZROZ Position: Q2 2026 in Review

IFG Advisory opened a new position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2026: 933 shares worth $59.8K. The stake represents ﹤0.01% of the portfolio and ranks #1271 among its holdings. This is a return to the name: IFG Advisory previously reported a position in ZROZ as recently as Q4 2020.

IFG Advisory first reported a position in ZROZ in Q2 2020 and has held it in 4 quarters since. The position peaked at $305K in Q3 2020. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

IFG Advisory held 933 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $59.8K as of Q2 2026.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund was a new IFG Advisory position in Q2 2026.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1271 holding.
IFG Advisory first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2020 and has held it in 4 quarters since.
IFG Advisory's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $305K in Q3 2020.
123 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.