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

OneDigital Investment 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
2025
Q4 		– Sell
-34,552
Closed -$2.35M – 1605
2025
Q3 		$2.35M Sell
34,552
-7,500
-18% -$491K 0.02% 403
2025
Q2 		$2.82M Buy
42,052
+1,100
+3% +$72.8K 0.03% 340
2025
Q1 		$2.93M Hold
40,952
– – 0.03% 315
2024
Q4 		$2.81M Buy
40,952
+2,169
+6% +$163K 0.03% 348
2024
Q3 		$3.2M Buy
38,783
+2,450
+7% +$197K 0.04% 330
2024
Q2 		$2.73M Buy
36,333
+1,762
+5% +$131K 0.03% 353
2024
Q1 		$2.74M Buy
34,571
+1,500
+5% +$118K 0.04% 272
2023
Q4 		$2.82M Buy
33,071
+1,871
+6% +$139K 0.05% 254
2023
Q3 		$2.27M Buy
31,200
+500
+2% +$41.2K 0.05% 257
2023
Q2 		$2.83M Buy
30,700
+1,500
+5% +$138K 0.06% 218
2023
Q1 		$2.8M Buy
29,200
+4,100
+16% +$385K 0.07% 220
2022
Q4 		$2.19M Buy
25,100
+7,761
+45% +$695K 0.06% 247
2022
Q3 		$1.61M Buy
17,339
+7,139
+70% +$751K 0.06% 218
2022
Q2 		$1.1M Buy
+10,200
New +$1.15M 0.05% 239

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

OneDigital Investment Advisors's ZROZ Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2025, closing a stake of 34,552 shares — an estimated $2.35M sold.

OneDigital Investment Advisors first reported a position in ZROZ in Q2 2022 and held it in 14 quarters. The position peaked at $3.2M in Q3 2024. 134 funds tracked by Wall St. Rank hold ZROZ as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 34,552 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2025, an estimated $2.35M.
  • OneDigital Investment Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2022 and held it in 14 quarters.
  • OneDigital Investment Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $3.2M in Q3 2024.
  • 134 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.