PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ

$84.47

1.89%

Market Cap: $1.63B

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

10% more funds holding

Funds holding: 106 [Q1] → 117 (+11) [Q2]

1% more call options, than puts

Call options by funds: $9.97M | Put options by funds: $9.89M

3% less capital invested

Capital invested by funds: $565M [Q1] → $550M (-$15.5M) [Q2]

4.98% less ownership

Funds ownership: 44.82% [Q1] → 39.84% (-4.98%) [Q2]

50% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 2 (-2) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for ZROZ.

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Financial journalist opinion

Based on 3 articles about ZROZ published over the past 30 days

Rates Spark: ECB Presser Bear-Flattened The Curve

The ECB cut rates by 25bp as widely anticipated, but a slightly hawkish tilt bear flattened the EUR curve, which in our view remains priced aggressively. In the US, as the markets head towards the Fed's first rate cut, the probability of a larger cut rose slightly on Thursday.

Rates Spark: ECB Presser Bear-Flattened The Curve

Zacks Investment Research

ETFs Soaring on Treasuries' Longest Winning Streak in 3 Years

Treasuries are poised for their longest monthly winning streak in three years on September rate cut bets.

ETFs Soaring on Treasuries' Longest Winning Streak in 3 Years

DoubleLine on Recession, Current Positioning, and U.S. Debt

Are we going to have a recession? Are we already in a recession?

DoubleLine on Recession, Current Positioning, and U.S. Debt

Zacks Investment Research

Treasury ETFs Gaining on Slowdown Concerns, Rate Cut Bets

The recent equity rout has led investors to seek refuge in Treasury securities, perceived as safe-haven assets.

Treasury ETFs Gaining on Slowdown Concerns, Rate Cut Bets

ZROZ ETF: Better Staying On The Sidelines For Now

ZROZ ETF is a long-term zero-coupon bond vehicle managed by PIMCO, which has shed nearly 15% of its value in the past year. We believe the volatile interest rate environment makes this long-duration bond vehicle unattractive. A rising term premium and liquidity worries might dampen ZROZ's pricing and dividend-based prospects.

ZROZ ETF: Better Staying On The Sidelines For Now

ZROZ Vs. EDV: Which Zero Coupon Treasury ETF Is Better?

Zero coupon treasury bonds are considered to be a better way to benefit from rate cuts in the US compared to ordinary treasury bonds. While the bond market is getting repriced for a "higher for longer" scenario, I expect interest rate cuts sooner rather than later. Both ZROZ and EDV are fine if you expect interest rate cuts in the foreseeable future, though one of these two ETFs is slightly better.

ZROZ Vs. EDV: Which Zero Coupon Treasury ETF Is Better?

Building A 4% Yielding Sleep Well At Night Retirement Portfolio With 16 Blue-Chip Stocks And ETFs

Building the right portfolio for your needs is essential to achieving your goals. With a great portfolio strategy, you can become confident in achieving your dreams. This article highlights the ZEUS portfolio strategy, which focuses on a time-tested, recession-optimized asset allocation that delivers the best total returns per unit of negative volatility. 33% ETFs, 33% hedges, and 33% individual stocks enhance a diversified and balanced mix of growth, yield, and value and are wrapped within the highest quality company wrappers.

Building A 4% Yielding Sleep Well At Night Retirement Portfolio With 16 Blue-Chip Stocks And ETFs

ETF issuers defied investor expectations by raising fees in 2023. They may have to keep doing it.

Hello! This is MarketWatch reporter Isabel Wang bringing you this week's ETF Wrap. After a decade of seemingly never-ending fee-cutting wars, ETF issuers raised their fees in 2023 as the landscape evolved beyond cheap index-tracking funds.

ETF issuers defied investor expectations by raising fees in 2023. They may have to keep doing it.

ZROZ: Likely To Rise Significantly Through 2025

Long-term Treasury ETFs like ZROZ have the potential to outperform equities and commodities due to a disinflationary downcycle and a significant decline in yields. The behavior of the yield curve suggests that long-term yields will fall over the course of the next two years, benefiting long-duration Treasuries. Relative performance metrics currently show underperformance of ZROZ, but it will likely beat the S&P 500 and commodity ETFs as yields fall.

ZROZ: Likely To Rise Significantly Through 2025

ZROZ: Long-Term Treasury STRIPs ETF, For Dovish Traders

The Federal Reserve will likely cut rates this year. Significant rate cuts would almost certainly lead to higher bond prices. Most bond funds would benefit, some more than others. ZROZ would be one of the biggest beneficiaries.

ZROZ: Long-Term Treasury STRIPs ETF, For Dovish Traders

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