West Branch Capital’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

West Branch Capital’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	$13.8K	Buy	215 +3	+1%	+$189	﹤0.01%	218
2026 Q1	$13.6K	Buy	212 +3	+1%	+$196	﹤0.01%	207
2025 Q4	$13.5K	Buy	209 +2	+1%	+$135	﹤0.01%	229
2025 Q3	$14.1K	Buy	207 +2	+1%	+$131	﹤0.01%	234
2025 Q2	$13.7K	Buy	205 +3	+1%	+$199	﹤0.01%	240
2025 Q1	$14.5K	Sell	202 -214	-51%	-$14.9K	﹤0.01%	250
2024 Q4	$28.5K	Buy	416 +202	+94%	+$15.1K	0.01%	191
2024 Q3	$17.6K	Buy	214 +3	+1%	+$241	0.01%	235
2024 Q2	$15.9K	Buy	211 +2	+1%	+$148	0.01%	238
2024 Q1	$16.6K	Buy	209 +2	+1%	+$158	0.01%	238
2023 Q4	$17.7K	Buy	207 +2	+1%	+$149	0.01%	233
2023 Q3	$14.9K	Buy	205 +2	+1%	+$165	0.01%	244
2023 Q2	$18.7K	Buy	203 +1	+0.5%	+$92	0.01%	235
2023 Q1	$19.3K	Buy	202 +2	+1%	+$188	0.01%	233
2022 Q4	$17.5K	Buy	200 +50	+33%	+$4.48K	0.01%	236
2022 Q3	$14K	Hold	150	–	–	0.01%	258
2022 Q2	$16K	Buy	150 +50	+50%	+$5.61K	0.01%	244
2022 Q1	$13K	Hold	100	–	–	0.01%	274
2021 Q4	$15K	Hold	100	–	–	0.01%	291
2021 Q3	$15K	Hold	100	–	–	0.01%	271
2021 Q2	$15K	Buy	+100	New	+$13.8K	0.01%	285

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

West Branch Capital's ZROZ Position: Q2 2026 in Review

West Branch Capital increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 1.4% in Q2 2026, buying an estimated $189 and bringing the position to 215 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

West Branch Capital first reported a position in ZROZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $28.5K in Q4 2024. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

West Branch Capital held 215 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $13.8K as of Q2 2026.
West Branch Capital bought 3 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $189.
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #218 holding.
West Branch Capital first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $28.5K 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 West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.