Commonwealth Equity Services
GOVZ icon

Commonwealth Equity Services’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Commonwealth Equity Services’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
Q3 		$3.32M Sell
107,640
-4,690
-4% -$159K ﹤0.01% 1658
2026
Q2 		$4.13M Buy
112,330
+28,940
+35% +$1.05M 0.01% 1559
2026
Q1 		$3.06M Buy
83,390
+8,077
+11% +$303K ﹤0.01% 1683
2025
Q4 		$2.79M Buy
75,313
+8,300
+12% +$322K ﹤0.01% 1738
2025
Q3 		$2.61M Buy
67,013
+20,710
+45% +$779K ﹤0.01% 1799
2025
Q2 		$1.78M Buy
46,303
+39,806
+613% +$1.51M ﹤0.01% 2075
2025
Q1 		$267K Sell
6,497
-7,301
-53% -$293K ﹤0.01% 3600
2024
Q4 		$545K Sell
13,798
-29,090
-68% -$1.25M ﹤0.01% 2889
2024
Q3 		$2.03M Buy
42,888
+7,880
+23% +$365K ﹤0.01% 1804
2024
Q2 		$1.51M Sell
35,008
-46,532
-57% -$1.99M ﹤0.01% 1982
2024
Q1 		$3.71M Sell
81,540
-19,887
-20% -$904K 0.01% 1365
2023
Q4 		$4.99M Buy
101,427
+96,557
+1,983% +$4.15M 0.01% 1096
2023
Q3 		$203K Sell
4,870
-80,068
-94% -$3.81M ﹤0.01% 3368
2023
Q2 		$4.5M Buy
84,938
+14,163
+20% +$750K 0.01% 1096
2023
Q1 		$3.89M Buy
70,775
+18,498
+35% +$1M 0.01% 1147
2022
Q4 		$2.65M Buy
+52,277
New +$2.71M 0.01% 1310

Other funds holding GOVZ

Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Commonwealth Equity Services's GOVZ Position: Q3 2026 in Review

Commonwealth Equity Services reduced its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 4.2% in Q3 2026, selling an estimated $159K and leaving 107,640 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Commonwealth Equity Services first reported a position in GOVZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.99M in Q4 2023. 7 funds tracked by Wall St. Rank hold GOVZ as of Q3 2026.

  • Commonwealth Equity Services held 107,640 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $3.32M as of Q3 2026.
  • Commonwealth Equity Services sold 4,690 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q3 2026, an estimated $159K.
  • iShares 25+ Year Treasury STRIPS Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1658 holding.
  • Commonwealth Equity Services first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Commonwealth Equity Services's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $4.99M in Q4 2023.
  • 7 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.