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

Networth Advisors’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 		$32.7K Buy
606
+17
+3% +$1K 0.02% 120
2026
Q2 		$37.8K Buy
589
+364
+162% +$22.9K 0.02% 111
2026
Q1 		$14.4K Sell
225
-85
-27% -$5.54K 0.01% 164
2025
Q4 		$19.9K Buy
+310
New +$21K 0.01% 113

Other funds holding ZROZ

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
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

Networth Advisors's ZROZ Position: Q3 2026 in Review

Networth Advisors increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 2.9% in Q3 2026, buying an estimated $1K and bringing the position to 606 shares worth $32.7K. The position accounts for 0.02% of the portfolio, ranked #120.

Networth Advisors first reported a position in ZROZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $37.8K in Q2 2026. 61 funds tracked by Wall St. Rank hold ZROZ as of Q3 2026.

  • Networth Advisors held 606 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $32.7K as of Q3 2026.
  • Networth Advisors bought 17 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q3 2026, an estimated $1K.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.02% of Networth Advisors's portfolio in Q3 2026, its #120 holding.
  • Networth Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $37.8K in Q2 2026.
  • 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 Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.