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

Pacifica 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 		– Sell
-100
Closed -$6.73K – 518
2025
Q3 		$6.73K Hold
100
– – ﹤0.01% 363
2025
Q2 		$6.59K Hold
100
– – ﹤0.01% 373
2025
Q1 		$7.22K Hold
100
– – ﹤0.01% 356
2024
Q4 		$6.84K Hold
100
– – ﹤0.01% 357
2024
Q3 		$8.24K Hold
100
– – ﹤0.01% 372
2024
Q2 		$7.46K Hold
100
– – ﹤0.01% 383
2024
Q1 		$7.74K Hold
100
– – ﹤0.01% 386
2023
Q4 		$8.02K Hold
100
– – ﹤0.01% 397
2023
Q3 		$6.84K Hold
100
– – ﹤0.01% 387
2023
Q2 		$8.93K Hold
100
– – 0.01% 313
2023
Q1 		$9.73K Hold
100
– – 0.01% 315
2022
Q4 		$8.87K Sell
100
-125
-56% -$11.2K 0.01% 296
2022
Q3 		$22K Hold
225
– – 0.02% 228
2022
Q2 		$24K Buy
225
+100
+80% +$11.2K 0.02% 230
2022
Q1 		$17K Hold
125
– – 0.01% 267
2021
Q4 		$18K Hold
125
– – 0.01% 257
2021
Q3 		$19K Hold
125
– – 0.01% 231
2021
Q2 		$18K Hold
125
– – 0.01% 221
2021
Q1 		$17K Hold
125
– – 0.01% 215
2020
Q4 		$20K Hold
125
– – 0.02% 186
2020
Q3 		$21K Buy
+125
New +$22K 0.02% 161

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

Pacifica Partners's ZROZ Position: Q4 2025 in Review

Pacifica Partners sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2025, closing a stake of 100 shares — an estimated $6.73K sold.

Pacifica Partners first reported a position in ZROZ in Q3 2020 and held it in 21 quarters. The position peaked at $24K in Q2 2022. 134 funds tracked by Wall St. Rank hold ZROZ as of Q4 2025.

  • Pacifica Partners 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.
  • Pacifica Partners sold 100 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2025, an estimated $6.73K.
  • Pacifica Partners first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2020 and held it in 21 quarters.
  • Pacifica Partners's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $24K in Q2 2022.
  • 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 Pacifica Partners's 13F filing for Q4 2025, filed 9 Jan 2026.