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

Compass 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
2026
Q2 		$3.09M Buy
+84,042
New +$3.04M 0.37% 69

Other funds holding GOVZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Compass Financial Management's GOVZ Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q2 2026: 84,042 shares worth $3.09M. The stake represents 0.37% of the portfolio and ranks #69 among its holdings.

24 funds tracked by Wall St. Rank hold GOVZ as of Q2 2026.

  • Compass Financial Management held 84,042 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $3.09M as of Q2 2026.
  • iShares 25+ Year Treasury STRIPS Bond ETF was a new Compass Financial Management position in Q2 2026.
  • iShares 25+ Year Treasury STRIPS Bond ETF made up 0.37% of Compass Financial Management's portfolio in Q2 2026, its #69 holding.
  • 24 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.