DWM
GOVZ icon

Drive Wealth Management’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Drive Wealth 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
2025
Q2 		– Sell
-6,260
Closed -$257K – 353
2025
Q1 		$257K Buy
6,260
+633
+11% +$25.4K 0.06% 251
2024
Q4 		$222K Buy
+5,627
New +$242K 0.05% 280

Other funds holding GOVZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Drive Wealth Management's GOVZ Position: Q2 2025 in Review

Drive Wealth Management sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q2 2025, closing a stake of 6,260 shares — an estimated $257K sold.

Drive Wealth Management first reported a position in GOVZ in Q4 2024 and held it in 2 quarters. The position peaked at $257K in Q1 2025. 33 funds tracked by Wall St. Rank hold GOVZ as of Q2 2025.

  • Drive Wealth Management reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Drive Wealth Management sold 6,260 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2025, an estimated $257K.
  • Drive Wealth Management first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2024 and held it in 2 quarters.
  • Drive Wealth Management's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $257K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2025.

Based on Drive Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.