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

Wolverine Trading’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
2025 Q2	–	Sell	-2,840	Closed	-$188K	–	5731
2025 Q1	$200K	Sell	2,840 -3,709	-57%	-$259K	﹤0.01%	3963
2024 Q4	$459K	Buy	+6,549	New	+$491K	﹤0.01%	3485
2024 Q1	–	Sell	-4,124	Closed	-$352K	–	5444
2023 Q4	$352K	Buy	+4,124	New	+$307K	﹤0.01%	3311
2023 Q3	–	Sell	-2,321	Closed	-$191K	–	5236
2023 Q2	$210K	Buy	+2,321	New	+$213K	﹤0.01%	3478
2016 Q3	–	Sell	-2,121	Closed	-$286K	–	5203
2016 Q2	$286K	Buy	+2,121	New	+$266K	﹤0.01%	2853

Other funds holding ZROZ

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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 $3.11B AUM 20.67% 1-Year Est. Return

Wolverine Trading's ZROZ Position: Q2 2025 in Review

Wolverine Trading sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q2 2025, closing a stake of 2,840 shares — an estimated $188K sold.

Wolverine Trading first reported a position in ZROZ in Q2 2016 and held it in 5 quarters. The position peaked at $459K in Q4 2024. 133 funds tracked by Wall St. Rank hold ZROZ as of Q2 2025.

Wolverine Trading reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Wolverine Trading sold 2,840 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q2 2025, an estimated $188K.
Wolverine Trading first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q2 2016 and held it in 5 quarters.
Wolverine Trading's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $459K in Q4 2024.
133 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q2 2025.

Based on Wolverine Trading's 13F filing for Q2 2025, filed 18 Aug 2025.