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WhitTier Trust Company’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

WhitTier Trust Company’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 		$8.09K Buy
132
+69
+110% +$4.34K ﹤0.01% 1095
2026
Q1 		$4.03K Buy
+63
New +$4.11K ﹤0.01% 1178

Other funds holding ZROZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
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
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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

WhitTier Trust Company's ZROZ Position: Q2 2026 in Review

WhitTier Trust Company increased its PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) stake by 110% in Q2 2026, buying an estimated $4.34K and bringing the position to 132 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

WhitTier Trust Company first reported a position in ZROZ in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold ZROZ as of Q2 2026.

  • WhitTier Trust Company held 132 shares of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund worth $8.09K as of Q2 2026.
  • WhitTier Trust Company bought 69 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2026, an estimated $4.34K.
  • PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1095 holding.
  • WhitTier Trust Company first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2026 and has held it in 2 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 WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.