Quest 10 Wealth Builders’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Quest 10 Wealth Builders’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	$9.23K	Buy	144 +104	+260%	+$6.55K	0.01%	461
2026 Q1	$2.56K	Hold	40	–	–	﹤0.01%	609
2025 Q4	$2.57K	Sell	40 -6	-13%	-$406	﹤0.01%	567
2025 Q3	$3.13K	Buy	46 +18	+64%	+$1.18K	﹤0.01%	556
2025 Q2	$1.88K	Buy	+28	New	+$1.85K	﹤0.01%	586
2025 Q1	–	Sell	-74	Closed	-$5.08K	–	829
2024 Q4	$5.08K	Buy	+74	New	+$5.55K	0.01%	495

Other funds holding ZROZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

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

Quest 10 Wealth Builders's ZROZ Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 260% in Q2 2026, buying an estimated $6.55K and bringing the position to 144 shares worth $9.23K. The position accounts for 0.01% of the portfolio, ranked #461.

Quest 10 Wealth Builders first reported a position in ZROZ in Q4 2024 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

Quest 10 Wealth Builders held 144 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $9.23K as of Q2 2026.
Quest 10 Wealth Builders bought 104 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $6.55K.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #461 holding.
Quest 10 Wealth Builders first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
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 Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.