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 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 $377B AUM 19.32% 1-Year Est. Return

SWA

Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sankala Group Lyons, Colorado $122M AUM

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Consolidated Planning Corp's GOVZ Position: Q1 2026 in Review

Consolidated Planning Corp reduced its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 81% in Q1 2026, selling an estimated $4.47M and leaving 28,137 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #81.

Consolidated Planning Corp first reported a position in GOVZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $29M in Q3 2024. 40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

Consolidated Planning Corp held 28,137 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $1.03M as of Q1 2026.
Consolidated Planning Corp sold 119,348 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2026, an estimated $4.47M.
iShares 25+ Year Treasury STRIPS Bond ETF made up 0.17% of Consolidated Planning Corp's portfolio in Q1 2026, its #81 holding.
Consolidated Planning Corp first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q2 2024 and has held it in 8 quarters since.
Consolidated Planning Corp's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $29M in Q3 2024.
40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.