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

Spire Wealth Management’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	$2.82K	Sell	44 -8	-15%	-$504	﹤0.01%	1942
2026 Q1	$3.33K	Hold	52	–	–	﹤0.01%	1931
2025 Q4	$3.34K	Hold	52	–	–	﹤0.01%	1989
2025 Q3	$3.53K	Hold	52	–	–	﹤0.01%	2042
2025 Q2	$3.49K	Buy	52 +25	+93%	+$1.65K	﹤0.01%	2045
2025 Q1	$1.93K	Hold	27	–	–	﹤0.01%	2284
2024 Q4	$1.85K	Sell	27 -181	-87%	-$13.6K	﹤0.01%	2269
2024 Q3	$17.2K	Sell	208 -1,024	-83%	-$82.3K	﹤0.01%	1481
2024 Q2	$92.5K	Sell	1,232 -472	-28%	-$35K	﹤0.01%	913
2024 Q1	$135K	Hold	1,704	–	–	﹤0.01%	903
2023 Q4	$133K	Buy	1,704 +4	+0.2%	+$298	﹤0.01%	909
2023 Q3	$124K	Sell	1,700 -200	-11%	-$16.5K	﹤0.01%	874
2023 Q2	$175K	Hold	1,900	–	–	0.01%	769
2023 Q1	$182K	Buy	1,900 +190	+11%	+$17.8K	0.01%	753
2022 Q4	$149K	Buy	+1,710	New	+$153K	0.01%	623

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

Spire Wealth Management's ZROZ Position: Q2 2026 in Review

Spire Wealth Management reduced its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 15% in Q2 2026, selling an estimated $504 and leaving 44 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Spire Wealth Management first reported a position in ZROZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $182K in Q1 2023. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

Spire Wealth Management held 44 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $2.82K as of Q2 2026.
Spire Wealth Management sold 8 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $504.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1942 holding.
Spire Wealth Management first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
Spire Wealth Management's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $182K in Q1 2023.
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 Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.