Cambridge Investment Research Advisors
GOVZ icon

Cambridge Investment Research Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Cambridge Investment Research 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
Q3 		– Sell
-13,901
Closed -$737K – 3193
2023
Q2 		$737K Buy
+13,901
New +$736K ﹤0.01% 1835

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
NTIMCH
New Thinking Investment Management Company (HK) Hong Kong $20.4M AUM 4.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return

Cambridge Investment Research Advisors's GOVZ Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q3 2023, closing a stake of 13,901 shares — an estimated $737K sold.

Cambridge Investment Research Advisors first reported a position in GOVZ in Q2 2023 and held it in 1 quarter. The position peaked at $737K in Q2 2023. 23 funds tracked by Wall St. Rank hold GOVZ as of Q3 2023.

  • Cambridge Investment Research Advisors reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 13,901 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q3 2023, an estimated $737K.
  • Cambridge Investment Research Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q2 2023 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $737K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.