Consolidated Planning Corp’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Consolidated Planning Corp’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	$2.21M	Buy	60,035 +31,898	+113%	+$1.15M	0.3%	56
2026 Q1	$1.03M	Sell	28,137 -119,348	-81%	-$4.47M	0.17%	81
2025 Q4	$5.46M	Sell	147,485 -23,310	-14%	-$905K	0.55%	61
2025 Q3	$6.65M	Sell	170,795 -49,318	-22%	-$1.86M	0.7%	37
2025 Q2	$8.45M	Sell	220,113 -296,079	-57%	-$11.3M	1.06%	29
2025 Q1	$21.2M	Buy	516,192 +16,255	+3%	+$652K	2.92%	6
2024 Q4	$19.8M	Sell	499,937 -113,431	-18%	-$4.89M	2.69%	7
2024 Q3	$29M	Buy	613,368 +38,103	+7%	+$1.76M	4.31%	3
2024 Q2	$24.8M	Buy	+575,265	New	+$24.6M	4.08%	3

Other funds holding GOVZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWA

Strategies Wealth Advisors Grand Rapids, Michigan $1.12B AUM 24.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

Sankala Group Lyons, Colorado $150M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Consolidated Planning Corp's GOVZ Position: Q2 2026 in Review

Consolidated Planning Corp increased its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 113% in Q2 2026, buying an estimated $1.15M and bringing the position to 60,035 shares worth $2.21M. The position accounts for 0.3% of the portfolio, ranked #56.

Consolidated Planning Corp first reported a position in GOVZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $29M in Q3 2024. 27 funds tracked by Wall St. Rank hold GOVZ as of Q2 2026.

Consolidated Planning Corp held 60,035 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $2.21M as of Q2 2026.
Consolidated Planning Corp bought 31,898 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2026, an estimated $1.15M.
iShares 25+ Year Treasury STRIPS Bond ETF made up 0.3% of Consolidated Planning Corp's portfolio in Q2 2026, its #56 holding.
Consolidated Planning Corp first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
Consolidated Planning Corp's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $29M in Q3 2024.
27 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.