CPC
Consolidated Planning Corp’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Sell |
880,451
-1,184,317
| -57% | -$11.4M | 1.06% | 29 |
|
|
2025
Q1 | $21.2M | Buy |
2,064,768
+65,021
| +3% | +$668K | 2.92% | 6 |
|
|
2024
Q4 | $19.8M | Sell |
1,999,747
-453,724
| -18% | -$4.48M | 2.69% | 7 |
|
|
2024
Q3 | $29M | Buy |
2,453,471
+152,410
| +7% | +$1.8M | 4.31% | 3 |
|
|
2024
Q2 | $24.8M | Buy |
+2,301,061
| New | +$24.8M | 4.08% | 3 |
|