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Pimco Etf Tr 25yr+ zero u s shares owned by Adviser Investments

Quarter-by-quarter ownership of Pimco Etf Tr 25yr+ zero u s (ZROZ) shares owned by Adviser Investments from 13F filings

Historical chart of Adviser Investments investment in Pimco Etf Tr 25yr+ zero u s

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr 25yr+ zero u s held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr 25yr+ zero u s by Adviser Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $41M 598k 67.96
2025-06-30 $40M 598k 67.07
2025-03-31 $62M 864k 71.63
2024-12-31 $54M 781k 68.62

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Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
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Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)

View all positions for Adviser Investments

Top funds holding Pimco Etf Tr 25yr+ zero u s

Mirae Asset Global Investments
LPL Financial
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Adviser Investments
Envestnet Asset Management
RiverFront Investment Group
Consolidated Planning Corp
GenWealth Group
Morgan Stanley
Krilogy Financial
Susquehanna International
Raymond James Financial
Jane Street
Paragon Advisors
Commonwealth Equity Services

View all funds holding Pimco Etf Tr 25yr+ zero u s