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

WCG 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 Q1	–	Sell	-10,733	Closed	-$690K	–	552
2025 Q4	$690K	Buy	+10,733	New	+$727K	0.02%	405
2025 Q2	–	Sell	-76,629	Closed	-$5.49M	–	347
2025 Q1	$5.49M	Sell	76,629 -8,079	-10%	-$564K	0.42%	78
2024 Q4	$5.81M	Sell	84,708 -55,981	-40%	-$4.2M	0.38%	80
2024 Q3	$11.6M	Sell	140,689 -16,628	-11%	-$1.34M	0.78%	37
2024 Q2	$11.8M	Buy	157,317 +33,062	+27%	+$2.45M	0.87%	32
2024 Q1	$9.85M	Sell	124,255 -12,809	-9%	-$1.01M	0.82%	33
2023 Q4	$11.7M	Sell	137,064 -7,227	-5%	-$539K	0.86%	35
2023 Q3	$10.8M	Buy	+144,291	New	+$11.9M	0.79%	38

Other funds holding ZROZ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WCG Wealth Advisors's ZROZ Position: Q1 2026 in Review

WCG Wealth Advisors sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q1 2026, closing a stake of 10,733 shares — an estimated $690K sold.

WCG Wealth Advisors first reported a position in ZROZ in Q3 2023 and held it in 8 quarters. The position peaked at $11.8M in Q2 2024. 127 funds tracked by Wall St. Rank hold ZROZ as of Q1 2026.

WCG Wealth Advisors reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
WCG Wealth Advisors sold 10,733 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q1 2026, an estimated $690K.
WCG Wealth Advisors first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q3 2023 and held it in 8 quarters.
WCG Wealth Advisors's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $11.8M in Q2 2024.
127 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.