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Wedbush Securities’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Wedbush Securities’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 		$3.77M Buy
58,830
+24,448
+71% +$1.59M 0.11% 145
2025
Q4 		$2.21M Buy
34,382
+8,085
+31% +$547K 0.06% 232
2025
Q3 		$1.79M Sell
26,297
-1,119
-4% -$73.3K 0.06% 260
2025
Q2 		$1.84M Buy
27,416
+4,232
+18% +$280K 0.06% 241
2025
Q1 		$1.66M Buy
23,184
+1,998
+9% +$140K 0.06% 243
2024
Q4 		$1.45M Sell
21,186
-2,804
-12% -$210K 0.05% 269
2024
Q3 		$1.98M Buy
23,990
+6,094
+34% +$490K 0.07% 193
2024
Q2 		$1.34M Buy
17,896
+3,952
+28% +$293K 0.05% 296
2024
Q1 		$1.1M Buy
+13,944
New +$1.1M 0.04% 353
2014
Q4 		– Sell
-2,742
Closed -$287K – 758
2014
Q3 		$287K Buy
+2,742
New +$282K 0.04% 420

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return