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

Mather Group’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 		$27.8K Buy
+434
New +$28.3K ﹤0.01% 1209

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mather Group's ZROZ Position: Q1 2026 in Review

Mather Group opened a new position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q1 2026: 434 shares worth $27.8K. The stake represents ﹤0.01% of the portfolio and ranks #1209 among its holdings.

127 funds tracked by Wall St. Rank hold ZROZ as of Q1 2026.

  • Mather Group held 434 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $27.8K as of Q1 2026.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund was a new Mather Group position in Q1 2026.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1209 holding.
  • 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 Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.