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Purpose Unlimited Inc’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Purpose Unlimited Inc’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
2026
Q2 		– Sell
-12,688
Closed -$807K – 650
2026
Q1 		$807K Buy
+12,688
New +$827K 0.03% 133

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RIG
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CPC
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GG
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QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Purpose Unlimited Inc's ZROZ Position: Q2 2026 in Review

Purpose Unlimited Inc sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2026, closing a stake of 12,688 shares — an estimated $807K sold.

Purpose Unlimited Inc first reported a position in ZROZ in Q1 2026 and held it in 1 quarter. The position peaked at $807K in Q1 2026. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

  • Purpose Unlimited Inc reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Purpose Unlimited Inc sold 12,688 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $807K.
  • Purpose Unlimited Inc first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
  • Purpose Unlimited Inc's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $807K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.