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Richard P. Slaughter Associates’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Richard P. Slaughter Associates’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
Q3 		$5.04M Buy
+93,433
New +$5.51M 1% 23

Other funds holding ZROZ

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Richard P. Slaughter Associates's ZROZ Position: Q3 2026 in Review

Richard P. Slaughter Associates opened a new position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2026: 93,433 shares worth $5.04M. The stake represents 1% of the portfolio and ranks #23 among its holdings.

6 funds tracked by Wall St. Rank hold ZROZ as of Q3 2026.

  • Richard P. Slaughter Associates held 93,433 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $5.04M as of Q3 2026.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund was a new Richard P. Slaughter Associates position in Q3 2026.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 1% of Richard P. Slaughter Associates's portfolio in Q3 2026, its #23 holding.
  • 6 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2026, filed 13 Oct 2026.