MML Investors Services’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

MML Investors Services’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	$5.4M	Buy	84,180 +53,460	+174%	+$3.36M	0.01%	955
2026 Q1	$1.97M	Buy	+30,720	New	+$2M	0.01%	1325
2023 Q3	–	Sell	-4,563	Closed	-$420K	–	2397
2023 Q2	$420K	Buy	+4,563	New	+$418K	﹤0.01%	1738
2020 Q4	–	Sell	-17,693	Closed	-$3.02M	–	1712
2020 Q3	$3.02M	Buy	+17,693	New	+$3.11M	0.04%	390

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

MML Investors Services's ZROZ Position: Q2 2026 in Review

MML Investors Services increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 174% in Q2 2026, buying an estimated $3.36M and bringing the position to 84,180 shares worth $5.4M. The position accounts for 0.01% of the portfolio, ranked #955.

MML Investors Services first reported a position in ZROZ in Q3 2020 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

MML Investors Services held 84,180 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $5.4M as of Q2 2026.
MML Investors Services bought 53,460 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $3.36M.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #955 holding.
MML Investors Services first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2020 and has held it in 4 quarters since.
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 MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.