IFP Advisors’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-21,510
| Closed | -$1.38M | – | 5306 |
|
|
2026
Q1 | $1.38M | Hold |
21,510
| – | – | 0.03% | 573 |
|
|
2025
Q4 | $1.38M | Buy |
+21,510
| New | +$1.46M | 0.03% | 536 |
|
|
2024
Q2 | – | Sell |
-21
| Closed | -$1.66K | – | 3361 |
|
|
2024
Q1 | $1.66K | Buy |
+21
| New | +$1.66K | ﹤0.01% | 2746 |
|
|
2023
Q4 | – | Sell |
-18,841
| Closed | -$1.37M | – | 3373 |
|
|
2023
Q3 | $1.37M | Buy |
18,841
+3,630
| +24% | +$299K | 0.06% | 314 |
|
|
2023
Q2 | $1.4M | Sell |
15,211
-1,114
| -7% | -$102K | 0.06% | 337 |
|
|
2023
Q1 | $1.85M | Sell |
16,325
-39,044
| -71% | -$3.67M | 0.08% | 245 |
|
|
2022
Q4 | $6.33M | Buy |
55,369
+5,089
| +10% | +$456K | 0.17% | 112 |
|
|
2022
Q3 | $5.75M | Sell |
50,280
-47,425
| -49% | -$4.99M | 0.15% | 140 |
|
|
2022
Q2 | $11.1M | Hold |
97,705
| – | – | 0.35% | 57 |
|
|
2022
Q1 | $11.1M | Buy |
97,705
+90,743
| +1,303% | +$12.6M | 0.35% | 57 |
|
|
2021
Q4 | $1.07M | Buy |
6,962
+3,837
| +123% | +$580K | 0.02% | 398 |
|
|
2021
Q3 | $455K | Sell |
3,125
-419
| -12% | -$63.3K | 0.01% | 617 |
|
|
2021
Q2 | $515K | Sell |
3,544
-9,722
| -73% | -$1.34M | 0.01% | 542 |
|
|
2021
Q1 | $1.75M | Buy |
13,266
+4,900
| +59% | +$709K | 0.03% | 250 |
|
|
2020
Q4 | $1.37M | Sell |
8,366
-1,180
| -12% | -$194K | 0.06% | 278 |
|
|
2020
Q3 | $1.63M | Buy |
9,546
+7,966
| +504% | +$1.4M | 0.1% | 203 |
|
|
2020
Q2 | $275K | Sell |
1,580
-374
| -19% | -$65.3K | 0.02% | 567 |
|
|
2020
Q1 | $337K | Sell |
1,954
-3,693
| -65% | -$566K | 0.03% | 429 |
|
|
2019
Q4 | $783K | Buy |
5,647
+896
| +19% | +$125K | 0.06% | 331 |
|
|
2019
Q3 | $683K | Buy |
+4,751
| New | +$655K | 0.05% | 404 |
|
|
2019
Q1 | $534K | Sell |
4,466
-27,089
| -86% | -$3.06M | 0.07% | 276 |
|
|
2018
Q4 | $3.52M | Sell |
31,555
-3,763
| -11% | -$398K | 0.21% | 109 |
|
|
2018
Q3 | $3.85M | Buy |
35,318
+6,438
| +22% | +$726K | 0.16% | 151 |
|
|
2018
Q2 | $3.33M | Sell |
28,880
-7,479
| -21% | -$835K | 0.14% | 168 |
|
|
2018
Q1 | $4.42M | Hold |
36,359
| – | – | 0.2% | 110 |
|
|
2017
Q4 | $4.42M | Buy |
36,359
+917
| +3% | +$109K | 0.2% | 110 |
|
|
2017
Q3 | $4.13M | Buy |
35,442
+1,666
| +5% | +$196K | 0.16% | 132 |
|
|
2017
Q2 | $3.96M | Buy |
33,776
+2
| +0% | +$229 | 0.17% | 129 |
|
|
2017
Q1 | $3.75M | Buy |
33,774
+30,265
| +862% | +$3.33M | 0.16% | 139 |
|
|
2016
Q4 | $381K | Buy |
3,509
+3,499
| +34,990% | +$410K | 0.02% | 747 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 3789 |
|
|
2016
Q2 | $1K | Sell |
10
-4,456
| -100% | -$559K | ﹤0.01% | 3703 |
|
|
2016
Q1 | $534K | Buy |
+4,466
| New | +$540K | 0.07% | 276 |
|
Other funds holding ZROZ
RWP
RIG
CPC
GG
QC
KF
IFP Advisors's ZROZ Position: Q2 2026 in Review
IFP Advisors sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2026, closing a stake of 21,510 shares — an estimated $1.38M sold.
IFP Advisors first reported a position in ZROZ in Q1 2016 and held it in 33 quarters. The position peaked at $11.1M in Q2 2022. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.
- IFP Advisors reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
- IFP Advisors sold 21,510 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.38M.
- IFP Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2016 and held it in 33 quarters.
- IFP Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $11.1M in Q2 2022.
- 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.