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

ORG Partners’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 		$2.89K Hold
45
– – ﹤0.01% 1371
2025
Q3 		$3.06K Hold
45
– – ﹤0.01% 1239
2025
Q2 		$3K Sell
45
-230
-84% -$15.2K ﹤0.01% 1148
2025
Q1 		$19.8K Buy
275
+248
+919% +$17.3K ﹤0.01% 690
2024
Q4 		$1.85K Buy
+27
New +$2.02K ﹤0.01% 1094

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

ORG Partners's ZROZ Position: Q4 2025 in Review

ORG Partners held its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) position steady in Q4 2025 at 45 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

ORG Partners first reported a position in ZROZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $19.8K in Q1 2025. 134 funds tracked by Wall St. Rank hold ZROZ as of Q4 2025.

  • ORG Partners held 45 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $2.89K as of Q4 2025.
  • ORG Partners left its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund share count unchanged in Q4 2025.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1371 holding.
  • ORG Partners first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $19.8K in Q1 2025.
  • 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 ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.