S
ZROZ icon

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

SignatureFD’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
Q3 		– Sell
-47
Closed -$3.15K – 3495
2025
Q2 		$3.15K Buy
47
+10
+27% +$662 ﹤0.01% 2736
2025
Q1 		$2.67K Hold
37
– – ﹤0.01% 2800
2024
Q4 		$2.56K Buy
+37
New +$2.77K ﹤0.01% 2800
2024
Q3 		– Sell
-27
Closed -$2.03K – 3329
2024
Q2 		$2.03K Buy
+27
New +$2K ﹤0.01% 2752
2016
Q3 		– Sell
-1,646
Closed -$223K – 1657
2016
Q2 		$223K Buy
1,646
+987
+150% +$124K 0.03% 170
2016
Q1 		$82K Hold
659
– – 0.01% 326
2015
Q4 		$72K Sell
659
-433
-40% -$48.4K 0.01% 301
2015
Q3 		$124K Buy
+1,092
New +$122K 0.03% 182

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LPL Financial
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AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return