SG
ZROZ icon

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

Sankala Group’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
Q1 		$539K Sell
8,465
-18
-0.2% -$1.17K 0.44% 49
2025
Q4 		$580K Buy
+8,483
New +$574K 0.46% 49

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sankala Group's ZROZ Position: Q1 2026 in Review

Sankala Group reduced its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 0.21% in Q1 2026, selling an estimated $1.17K and leaving 8,465 shares worth $539K. The position accounts for 0.44% of the portfolio, ranked #49.

Sankala Group first reported a position in ZROZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $580K in Q4 2025. 127 funds tracked by Wall St. Rank hold ZROZ as of Q1 2026.

  • Sankala Group held 8,465 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $539K as of Q1 2026.
  • Sankala Group sold 18 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q1 2026, an estimated $1.17K.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.44% of Sankala Group's portfolio in Q1 2026, its #49 holding.
  • Sankala Group first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • Sankala Group's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $580K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q1 2026.

Based on Sankala Group's 13F filing for Q1 2026, filed 31 Mar 2026.