Moors & Cabot
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Moors & Cabot’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Moors & Cabot’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
Q3 		$214K Buy
+3,974
New +$234K 0.01% 895
2018
Q4 		– Sell
-7,575
Closed -$826K – 581
2018
Q3 		$826K Buy
+7,575
New +$854K 0.1% 221

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Moors & Cabot's ZROZ Position: Q3 2026 in Review

Moors & Cabot opened a new position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2026: 3,974 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Moors & Cabot previously reported a position in ZROZ as recently as Q3 2018.

Moors & Cabot first reported a position in ZROZ in Q3 2018 and has held it in 2 quarters since. The position peaked at $826K in Q3 2018. 61 funds tracked by Wall St. Rank hold ZROZ as of Q3 2026.

  • Moors & Cabot held 3,974 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $214K as of Q3 2026.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund was a new Moors & Cabot position in Q3 2026.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #895 holding.
  • Moors & Cabot first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2018 and has held it in 2 quarters since.
  • Moors & Cabot's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $826K in Q3 2018.
  • 61 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.