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

Stokes Family Office’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 Q1	–	Sell	-4,650	Closed	-$319K	–	260
2024 Q4	$319K	Buy	4,650 +900	+24%	+$67.5K	0.03%	196
2024 Q3	$309K	Buy	+3,750	New	+$301K	0.03%	190

Other funds holding ZROZ

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stokes Family Office's ZROZ Position: Q1 2025 in Review

Stokes Family Office sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q1 2025, closing a stake of 4,650 shares — an estimated $319K sold.

Stokes Family Office first reported a position in ZROZ in Q3 2024 and held it in 2 quarters. The position peaked at $319K in Q4 2024. 144 funds tracked by Wall St. Rank hold ZROZ as of Q1 2025.

Stokes Family Office reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Stokes Family Office sold 4,650 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q1 2025, an estimated $319K.
Stokes Family Office first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2024 and held it in 2 quarters.
Stokes Family Office's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $319K in Q4 2024.
144 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q1 2025.

Based on Stokes Family Office's 13F filing for Q1 2025, filed 13 May 2025.