Integrity Wealth Advisors
ZROZ icon

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

Integrity Wealth 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
2026
Q3 		$231K Buy
+4,281
New +$253K 0.12% 65

Other funds holding ZROZ

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Integrity Wealth Advisors's ZROZ Position: Q3 2026 in Review

Integrity Wealth Advisors opened a new position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2026: 4,281 shares worth $231K. The stake represents 0.12% of the portfolio and ranks #65 among its holdings.

67 funds tracked by Wall St. Rank hold ZROZ as of Q3 2026.

  • Integrity Wealth Advisors held 4,281 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $231K as of Q3 2026.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund was a new Integrity Wealth Advisors position in Q3 2026.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.12% of Integrity Wealth Advisors's portfolio in Q3 2026, its #65 holding.
  • 67 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2026.

Based on Integrity Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.