MAWAG
ZROZ icon

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
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

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LPL Financial
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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 $3.1B AUM 20.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return