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Beverly Hills Private Wealth’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Beverly Hills Private Wealth’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
2026
Q1 		$518K Sell
14,131
-2,692
-16% -$101K 0.09% 180
2025
Q4 		$622K Buy
16,823
+7,012
+71% +$272K 0.11% 153
2025
Q3 		$382K Sell
9,811
-2,396
-20% -$90.1K 0.07% 222
2025
Q2 		$469K Buy
+12,207
New +$464K 0.09% 182

Other funds holding GOVZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SG
Sankala Group Lyons, Colorado $122M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beverly Hills Private Wealth's GOVZ Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 16% in Q1 2026, selling an estimated $101K and leaving 14,131 shares worth $518K. The position accounts for 0.09% of the portfolio, ranked #180.

Beverly Hills Private Wealth first reported a position in GOVZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $622K in Q4 2025. 40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

  • Beverly Hills Private Wealth held 14,131 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $518K as of Q1 2026.
  • Beverly Hills Private Wealth sold 2,692 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2026, an estimated $101K.
  • iShares 25+ Year Treasury STRIPS Bond ETF made up 0.09% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #180 holding.
  • Beverly Hills Private Wealth first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Beverly Hills Private Wealth's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $622K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.