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

Pinnacle Bancorp’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	-992	Closed	-$67.4K	–	931
2025 Q3	$67.4K	Hold	992	–	–	0.02%	386
2025 Q2	$66.5K	Hold	992	–	–	0.02%	377
2025 Q1	$71.1K	Buy	+992	New	+$69.3K	0.02%	359
2024 Q3	–	Sell	-78	Closed	-$5.87K	–	889
2024 Q2	$5.87K	Buy	+78	New	+$5.79K	﹤0.01%	733

Other funds holding ZROZ

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 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

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

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

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

Pinnacle Bancorp's ZROZ Position: Q4 2025 in Review

Pinnacle Bancorp sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q4 2025, closing a stake of 992 shares — an estimated $67.4K sold.

Pinnacle Bancorp first reported a position in ZROZ in Q2 2024 and held it in 4 quarters. The position peaked at $71.1K in Q1 2025. 134 funds tracked by Wall St. Rank hold ZROZ as of Q4 2025.

Pinnacle Bancorp 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.
Pinnacle Bancorp sold 992 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q4 2025, an estimated $67.4K.
Pinnacle Bancorp first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2024 and held it in 4 quarters.
Pinnacle Bancorp's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $71.1K 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 Pinnacle Bancorp's 13F filing for Q4 2025, filed 22 Jan 2026.