Clear Creek Financial Management’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Clear Creek Financial Management’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	-4,899	Closed	-$188K	–	573
2025 Q2	$188K	Sell	4,899 -361	-7%	-$13.7K	0.02%	524
2025 Q1	$216K	Sell	5,260 -90	-2%	-$3.61K	0.02%	477
2024 Q4	$211K	Sell	5,350 -7,926	-60%	-$342K	0.02%	438
2024 Q3	$627K	Buy	13,276 +1,719	+15%	+$79.5K	0.07%	228
2024 Q2	$497K	Sell	11,557 -61	-0.5%	-$2.61K	0.06%	254
2024 Q1	$528K	Sell	11,618 -1,122	-9%	-$51K	0.07%	239
2023 Q4	$627K	Buy	12,740 +734	+6%	+$31.5K	0.1%	168
2023 Q3	$501K	Sell	12,006 -229	-2%	-$10.9K	0.09%	164
2023 Q2	$649K	Buy	12,235 +3,880	+46%	+$205K	0.11%	147
2023 Q1	$459K	Sell	8,355 -466	-5%	-$25.3K	0.09%	169
2022 Q4	$447K	Buy	+8,821	New	+$457K	0.1%	163
2021 Q4	–	Sell	-31,632	Closed	-$2.67M	–	369
2021 Q3	$2.67M	Buy	+31,632	New	+$2.77M	0.43%	67

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

Clear Creek Financial Management's GOVZ Position: Q3 2025 in Review

Clear Creek Financial Management sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q3 2025, closing a stake of 4,899 shares — an estimated $188K sold.

Clear Creek Financial Management first reported a position in GOVZ in Q3 2021 and held it in 12 quarters. The position peaked at $2.67M in Q3 2021. 30 funds tracked by Wall St. Rank hold GOVZ as of Q3 2025.

Clear Creek Financial Management reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Clear Creek Financial Management sold 4,899 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q3 2025, an estimated $188K.
Clear Creek Financial Management first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q3 2021 and held it in 12 quarters.
Clear Creek Financial Management's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $2.67M in Q3 2021.
30 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q3 2025.

Based on Clear Creek Financial Management's 13F filing for Q3 2025, filed 10 Nov 2025.