Cerro Pacific Wealth Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Cerro Pacific Wealth 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
2025 Q3	–	Sell	-3,075	Closed	-$118K	–	163
2025 Q2	$118K	Sell	3,075 -18,726	-86%	-$712K	0.03%	158
2025 Q1	$862K	Sell	21,801 -150,213	-87%	-$6.03M	0.28%	73
2024 Q4	$8.13M	Buy	172,014 +28,895	+20%	+$1.25M	2.69%	8
2024 Q3	$6.16M	Buy	143,119 +2,718	+2%	+$126K	2.33%	10
2024 Q2	$6.04M	Buy	+140,401	New	+$6M	2.31%	10

Other funds holding GOVZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWA

Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cerro Pacific Wealth Advisors's GOVZ Position: Q3 2025 in Review

Cerro Pacific Wealth Advisors sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q3 2025, closing a stake of 3,075 shares — an estimated $118K sold.

Cerro Pacific Wealth Advisors first reported a position in GOVZ in Q2 2024 and held it in 5 quarters. The position peaked at $8.13M in Q4 2024. 30 funds tracked by Wall St. Rank hold GOVZ as of Q3 2025.

Cerro Pacific Wealth Advisors reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 3,075 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q3 2025, an estimated $118K.
Cerro Pacific Wealth Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q2 2024 and held it in 5 quarters.
Cerro Pacific Wealth Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $8.13M in Q4 2024.
30 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q3 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.