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

North Ridge Wealth 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 Q1	$353K	Sell	5,514 -2,329	-30%	-$152K	0.2%	39
2025 Q4	$504K	Buy	7,843 +1,399	+22%	+$94.7K	0.28%	33
2025 Q3	$438K	Buy	6,444 +2,282	+55%	+$149K	0.25%	36
2025 Q2	$279K	Buy	4,162 +1,269	+44%	+$84K	0.17%	40
2025 Q1	$207K	Sell	2,893 -2,039	-41%	-$142K	0.14%	42
2024 Q4	$338K	Sell	4,932 -3,486	-41%	-$261K	0.23%	36
2024 Q3	$694K	Sell	8,418 -541	-6%	-$43.5K	0.47%	25
2024 Q2	$673K	Sell	8,959 -152	-2%	-$11.3K	0.51%	25
2024 Q1	$722K	Sell	9,111 -338	-4%	-$26.7K	0.56%	25
2023 Q4	$806K	Buy	+9,449	New	+$704K	0.67%	23
2023 Q2	–	Sell	-2,918	Closed	-$279K	–	42
2023 Q1	$279K	Buy	+2,918	New	+$274K	0.28%	35

Other funds holding ZROZ

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

North Ridge Wealth Advisors's ZROZ Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 30% in Q1 2026, selling an estimated $152K and leaving 5,514 shares worth $353K. The position accounts for 0.2% of the portfolio, ranked #39.

North Ridge Wealth Advisors first reported a position in ZROZ in Q1 2023 and has held it in 11 quarters since. The position peaked at $806K in Q4 2023. 127 funds tracked by Wall St. Rank hold ZROZ as of Q1 2026.

North Ridge Wealth Advisors held 5,514 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $353K as of Q1 2026.
North Ridge Wealth Advisors sold 2,329 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q1 2026, an estimated $152K.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.2% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #39 holding.
North Ridge Wealth Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2023 and has held it in 11 quarters since.
North Ridge Wealth Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $806K in Q4 2023.
127 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.