Sigma Planning Corp’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Sigma Planning Corp’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	$2.33M	Buy	+36,272	New	+$2.28M	0.06%	326
2023 Q1	–	Sell	-15,585	Closed	-$1.36M	–	1370
2022 Q4	$1.36M	Buy	+15,585	New	+$1.4M	0.05%	384
2021 Q2	–	Sell	-1,813	Closed	-$239K	–	1505
2021 Q1	$239K	Buy	+1,813	New	+$262K	0.01%	1115
2020 Q4	–	Sell	-2,657	Closed	-$454K	–	1262
2020 Q3	$454K	Buy	+2,657	New	+$467K	0.02%	642

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

Sigma Planning Corp's ZROZ Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2026: 36,272 shares worth $2.33M. The stake represents 0.06% of the portfolio and ranks #326 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in ZROZ as recently as Q4 2022.

Sigma Planning Corp first reported a position in ZROZ in Q3 2020 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

Sigma Planning Corp held 36,272 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $2.33M as of Q2 2026.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund was a new Sigma Planning Corp position in Q2 2026.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.06% of Sigma Planning Corp's portfolio in Q2 2026, its #326 holding.
Sigma Planning Corp first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2020 and has held it in 4 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 Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.