AWM
GOVZ icon

AE Wealth Management’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

AE Wealth Management’s Portfolio GOVZ Stock Details GOVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,609
Closed -$748K – 1968
2023
Q1 		$748K Buy
+13,609
New +$739K ﹤0.01% 1166

Other funds holding GOVZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

AE Wealth Management's GOVZ Position: Q2 2023 in Review

AE Wealth Management sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q2 2023, closing a stake of 13,609 shares — an estimated $748K sold.

AE Wealth Management first reported a position in GOVZ in Q1 2023 and held it in 1 quarter. The position peaked at $748K in Q1 2023. 16 funds tracked by Wall St. Rank hold GOVZ as of Q2 2023.

  • AE Wealth Management reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 13,609 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2023, an estimated $748K.
  • AE Wealth Management first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q1 2023 and held it in 1 quarter.
  • AE Wealth Management's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $748K in Q1 2023.
  • 16 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.