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

Mid-American Wealth Advisory 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 Q2	$3.04M	Sell	47,445 -62,537	-57%	-$3.94M	1.1%	21
2026 Q1	$7.07M	Hold	109,982	–	–	2.99%	11
2025 Q4	$7.07M	Buy	109,982 +3,361	+3%	+$228K	2.99%	11
2025 Q3	$7.25M	Sell	106,621 -17,329	-14%	-$1.14M	3.24%	11
2025 Q2	$8.31M	Buy	123,950 +76,450	+161%	+$5.06M	3.95%	8
2025 Q1	$3.4M	Sell	47,500 -43,711	-48%	-$3.05M	1.83%	18
2024 Q4	$6.26M	Buy	91,211 +73,572	+417%	+$5.52M	3.68%	9
2024 Q3	$1.45M	Sell	17,639 -12,788	-42%	-$1.03M	0.91%	25
2024 Q2	$2.28M	Buy	+30,427	New	+$2.26M	1.46%	21

Other funds holding ZROZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Mid-American Wealth Advisory Group's ZROZ Position: Q2 2026 in Review

Mid-American Wealth Advisory Group reduced its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 57% in Q2 2026, selling an estimated $3.94M and leaving 47,445 shares worth $3.04M. The position accounts for 1.1% of the portfolio, ranked #21.

Mid-American Wealth Advisory Group first reported a position in ZROZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.31M in Q2 2025. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

Mid-American Wealth Advisory Group held 47,445 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $3.04M as of Q2 2026.
Mid-American Wealth Advisory Group sold 62,537 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $3.94M.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 1.1% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #21 holding.
Mid-American Wealth Advisory Group first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Mid-American Wealth Advisory Group's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $8.31M in Q2 2025.
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 Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.