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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
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

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Networth Advisors's ZROZ Position: Q2 2026 in Review

Networth Advisors increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 162% in Q2 2026, buying an estimated $22.9K and bringing the position to 589 shares worth $37.8K. The position accounts for 0.02% of the portfolio, ranked #111.

Networth Advisors first reported a position in ZROZ in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

  • Networth Advisors held 589 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $37.8K as of Q2 2026.
  • Networth Advisors bought 364 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $22.9K.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.02% of Networth Advisors's portfolio in Q2 2026, its #111 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 3 quarters since.
  • 52 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.