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

Visionary Wealth Advisors’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	$245K	Sell	3,828 -293	-7%	-$18.4K	0.01%	595
2026 Q1	$264K	Buy	4,121 +308	+8%	+$20.1K	0.01%	550
2025 Q4	$245K	Sell	3,813 -881	-19%	-$59.6K	0.01%	547
2025 Q3	$319K	Buy	4,694 +1,429	+44%	+$93.6K	0.01%	477
2025 Q2	$219K	Sell	3,265 -2,820	-46%	-$187K	0.01%	535
2025 Q1	$436K	Sell	6,085 -6,846	-53%	-$478K	0.03%	369
2024 Q4	$887K	Buy	+12,931	New	+$970K	0.05%	276
2023 Q1	–	Sell	-5,554	Closed	-$485K	–	476
2022 Q4	$485K	Buy	+5,554	New	+$497K	0.04%	242

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

Visionary Wealth Advisors's ZROZ Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 7.1% in Q2 2026, selling an estimated $18.4K and leaving 3,828 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #595.

Visionary Wealth Advisors first reported a position in ZROZ in Q4 2022 and has held it in 8 quarters since. The position peaked at $887K in Q4 2024. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

Visionary Wealth Advisors held 3,828 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $245K as of Q2 2026.
Visionary Wealth Advisors sold 293 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $18.4K.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #595 holding.
Visionary Wealth Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q4 2022 and has held it in 8 quarters since.
Visionary Wealth Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $887K in Q4 2024.
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 Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.