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

TD Private Client Wealth’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	$25.8K	Buy	402 +164	+69%	+$10.3K	﹤0.01%	997
2026 Q1	$15.2K	Buy	238 +86	+57%	+$5.61K	﹤0.01%	1049
2025 Q4	$9.77K	Hold	152	–	–	﹤0.01%	1094
2025 Q3	$10.3K	Buy	152 +39	+35%	+$2.56K	﹤0.01%	1070
2025 Q2	$7.58K	Sell	113 -222	-66%	-$14.7K	﹤0.01%	1082
2025 Q1	$24K	Buy	335 +12	+4%	+$838	﹤0.01%	921
2024 Q4	$22.2K	Buy	+323	New	+$24.2K	﹤0.01%	961
2024 Q3	–	Sell	-240	Closed	-$18K	–	1299
2024 Q2	$18K	Buy	+240	New	+$17.8K	﹤0.01%	965

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

TD Private Client Wealth's ZROZ Position: Q2 2026 in Review

TD Private Client Wealth increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 69% in Q2 2026, buying an estimated $10.3K and bringing the position to 402 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

TD Private Client Wealth first reported a position in ZROZ in Q2 2024 and has held it in 8 quarters since. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

TD Private Client Wealth held 402 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $25.8K as of Q2 2026.
TD Private Client Wealth bought 164 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $10.3K.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #997 holding.
TD Private Client Wealth first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2024 and has held it in 8 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 TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.