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 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	$3.89K	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

CPC

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Commonwealth Equity Services's GOVZ Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 35% in Q2 2026, buying an estimated $1.05M and bringing the position to 112,330 shares worth $4.13M. The position accounts for 0.01% of the portfolio, ranked #1559.

Commonwealth Equity Services first reported a position in GOVZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.99M in Q4 2023. 5 funds tracked by Wall St. Rank hold GOVZ as of Q2 2026.

Commonwealth Equity Services held 112,330 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $4.13M as of Q2 2026.
Commonwealth Equity Services bought 28,940 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2026, an estimated $1.05M.
iShares 25+ Year Treasury STRIPS Bond ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1559 holding.
Commonwealth Equity Services first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
Commonwealth Equity Services's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $4.99M in Q4 2023.
5 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.