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Beaumont Financial Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Beaumont Financial Advisors’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
Q1 		– Sell
-6,215
Closed -$315K – 329
2022
Q4 		$315K Sell
6,215
-1,367
-18% -$70.8K 0.03% 240
2022
Q3 		$407K Sell
7,582
-159
-2% -$9.68K 0.04% 193
2022
Q2 		$485K Buy
+7,741
New +$503K 0.04% 179

Other funds holding GOVZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Beaumont Financial Advisors's GOVZ Position: Q1 2023 in Review

Beaumont Financial Advisors sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q1 2023, closing a stake of 6,215 shares — an estimated $315K sold.

Beaumont Financial Advisors first reported a position in GOVZ in Q2 2022 and held it in 3 quarters. The position peaked at $485K in Q2 2022. 18 funds tracked by Wall St. Rank hold GOVZ as of Q1 2023.

  • Beaumont Financial Advisors reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 6,215 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2023, an estimated $315K.
  • Beaumont Financial Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q2 2022 and held it in 3 quarters.
  • Beaumont Financial Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $485K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2023.

Based on Beaumont Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.