Oliver Lagore Vanvalin Investment Group’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$14.3K	Buy	+200	New	+$13.2K	0.01%	383
2024 Q4	$27.4K	Hold	399	–	–	0.01%	315
2024 Q3	$32.9K	Hold	399	–	–	0.01%	287
2024 Q2	$30K	Sell	399 -1	-0.3%	-$74	0.01%	293
2024 Q1	$31.7K	Hold	400	–	–	0.01%	290
2023 Q4	$34.1K	Sell	400 -150	-27%	-$11.2K	0.01%	249
2023 Q3	$40K	Hold	550	–	–	0.02%	265
2023 Q2	$50.6K	Buy	550 +35	+7%	+$3.21K	0.02%	251
2023 Q1	$49.3K	Buy	515 +15	+3%	+$1.41K	0.02%	194
2022 Q4	$43.7K	Sell	500 -42	-8%	-$3.76K	0.02%	191
2022 Q3	$50K	Buy	542 +432	+393%	+$45.4K	0.03%	169
2022 Q2	$12K	Buy	110 +90	+450%	+$10.1K	0.01%	325
2022 Q1	$3K	Buy	+20	New	+$2.78K	﹤0.01%	489

Other funds holding ZROZ

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ZROZ Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2025: 200 shares worth $14.3K. The stake represents 0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ZROZ as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ZROZ in Q1 2022 and has held it in 13 quarters since. The position peaked at $50.6K in Q2 2023. 133 funds tracked by Wall St. Rank hold ZROZ as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 200 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $14.3K as of Q2 2025.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #383 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $50.6K in Q2 2023.
133 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.