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 Q3	–	Sell	-36,272	Closed	-$2.33M	–	1460
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Sigma Planning Corp's ZROZ Position: Q3 2026 in Review

Sigma Planning Corp sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2026, closing a stake of 36,272 shares — an estimated $2.33M sold.

Sigma Planning Corp first reported a position in ZROZ in Q3 2020 and held it in 4 quarters. The position peaked at $2.33M in Q2 2026. 20 funds tracked by Wall St. Rank hold ZROZ as of Q3 2026.

Sigma Planning Corp reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
Sigma Planning Corp sold 36,272 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q3 2026, an estimated $2.33M.
Sigma Planning Corp first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2020 and held it in 4 quarters.
Sigma Planning Corp's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $2.33M in Q2 2026.
20 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.