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

Revisor Wealth Management’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 Q2	–	Sell	-2,910	Closed	-$208K	–	283
2025 Q1	$208K	Buy	+2,910	New	+$203K	0.09%	211
2024 Q4	–	Sell	-7,311	Closed	-$603K	–	180
2024 Q3	$603K	Sell	7,311 -102	-1%	-$8.2K	0.38%	52
2024 Q2	$557K	Buy	+7,413	New	+$550K	0.39%	48

Other funds holding ZROZ

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Revisor Wealth Management's ZROZ Position: Q2 2025 in Review

Revisor Wealth Management sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2025, closing a stake of 2,910 shares — an estimated $208K sold.

Revisor Wealth Management first reported a position in ZROZ in Q2 2024 and held it in 3 quarters. The position peaked at $603K in Q3 2024. 133 funds tracked by Wall St. Rank hold ZROZ as of Q2 2025.

Revisor Wealth Management reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Revisor Wealth Management sold 2,910 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2025, an estimated $208K.
Revisor Wealth Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2024 and held it in 3 quarters.
Revisor Wealth Management's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $603K in Q3 2024.
133 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2025.

Based on Revisor Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.