Kovitz Investment Group Partners
ZROZ icon

Kovitz Investment Group Partners’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-3,500
Closed -$238K – 1375
2025
Q3 		$238K Hold
3,500
– – ﹤0.01% 1289
2025
Q2 		$235K Hold
3,500
– – ﹤0.01% 1226
2025
Q1 		$251K Buy
+3,500
New +$244K ﹤0.01% 1108

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RWP
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RIG
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CPC
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KF
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GG
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Kovitz Investment Group Partners's ZROZ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2025, closing a stake of 3,500 shares — an estimated $238K sold.

Kovitz Investment Group Partners first reported a position in ZROZ in Q1 2025 and held it in 3 quarters. The position peaked at $251K in Q1 2025. 134 funds tracked by Wall St. Rank hold ZROZ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,500 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2025, an estimated $238K.
  • Kovitz Investment Group Partners first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $251K in Q1 2025.
  • 134 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.