Wolverine Trading
ZROZ icon

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
Q3 		$746K Buy
10,900
+4,600
+73% +$301K ﹤0.01% 3227
2025
Q2 		$415K Sell
6,300
-4,800
-43% -$318K ﹤0.01% 3138
2025
Q1 		$782K Buy
11,100
+1,900
+21% +$133K ﹤0.01% 2481
2024
Q4 		$644K Buy
9,200
+1,100
+14% +$82.5K ﹤0.01% 3106
2024
Q3 		$670K Buy
8,100
+3,500
+76% +$281K ﹤0.01% 2757
2024
Q2 		$345K Buy
+4,600
New +$341K ﹤0.01% 3223
2024
Q1 		– Sell
-6,700
Closed -$572K – 5445
2023
Q4 		$572K Buy
6,700
+3,200
+91% +$239K ﹤0.01% 2808
2023
Q3 		$255K Buy
3,500
+800
+30% +$65.9K ﹤0.01% 3485
2023
Q2 		$244K Buy
+2,700
New +$248K ﹤0.01% 3324
2018
Q3 		– Sell
-3,200
Closed -$368K – 6061
2018
Q2 		$368K Hold
3,200
– – ﹤0.01% 3485
2018
Q1 		$368K Buy
+3,200
New +$361K ﹤0.01% 3485
2017
Q4 		– Sell
-3,300
Closed -$385K – 5608
2017
Q3 		$385K Buy
+3,300
New +$388K ﹤0.01% 2931
2016
Q3 		– Sell
-1,700
Closed -$229K – 5204
2016
Q2 		$229K Buy
+1,700
New +$213K ﹤0.01% 3122

Other funds holding ZROZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 $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
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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
KF
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.