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

Insigneo Advisory Services’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
-7,200
Closed -$463K – 828
2025
Q4 		$463K Buy
+7,200
New +$487K 0.03% 385

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KF
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Insigneo Advisory Services's ZROZ Position: Q1 2026 in Review

Insigneo Advisory Services sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q1 2026, closing a stake of 7,200 shares — an estimated $463K sold.

Insigneo Advisory Services first reported a position in ZROZ in Q4 2025 and held it in 1 quarter. The position peaked at $463K in Q4 2025. 127 funds tracked by Wall St. Rank hold ZROZ as of Q1 2026.

  • Insigneo Advisory Services 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.
  • Insigneo Advisory Services sold 7,200 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q1 2026, an estimated $463K.
  • Insigneo Advisory Services first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2025 and held it in 1 quarter.
  • Insigneo Advisory Services's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $463K 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 Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.