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GOVZ icon

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

Bristlecone 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
Q4 		– Sell
-5,378
Closed -$225K – 276
2023
Q3 		$225K Hold
5,378
– – 0.03% 245
2023
Q2 		$285K Hold
5,378
– – 0.03% 221
2023
Q1 		$296K Hold
5,378
– – 0.03% 216
2022
Q4 		$273K Buy
+5,378
New +$278K 0.03% 218

Other funds holding GOVZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bristlecone Advisors's GOVZ Position: Q4 2023 in Review

Bristlecone Advisors sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q4 2023, closing a stake of 5,378 shares — an estimated $225K sold.

Bristlecone Advisors first reported a position in GOVZ in Q4 2022 and held it in 4 quarters. The position peaked at $296K in Q1 2023. 25 funds tracked by Wall St. Rank hold GOVZ as of Q4 2023.

  • Bristlecone Advisors reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Bristlecone Advisors sold 5,378 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q4 2023, an estimated $225K.
  • Bristlecone Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2022 and held it in 4 quarters.
  • Bristlecone Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $296K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q4 2023.

Based on Bristlecone Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.