EWM
GOVZ icon

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

Executive 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
2024
Q4 		$632K Buy
15,995
+97
+0.6% +$4.18K 0.05% 151
2024
Q3 		$751K Buy
+15,898
New +$736K 0.06% 145

Other funds holding GOVZ

CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Executive Wealth Management's GOVZ Position: Q4 2024 in Review

Executive Wealth Management increased its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 0.61% in Q4 2024, buying an estimated $4.18K and bringing the position to 15,995 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #151.

Executive Wealth Management first reported a position in GOVZ in Q3 2024 and has held it in 2 quarters since. The position peaked at $751K in Q3 2024. 36 funds tracked by Wall St. Rank hold GOVZ as of Q4 2024.

  • Executive Wealth Management held 15,995 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $632K as of Q4 2024.
  • Executive Wealth Management bought 97 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q4 2024, an estimated $4.18K.
  • iShares 25+ Year Treasury STRIPS Bond ETF made up 0.05% of Executive Wealth Management's portfolio in Q4 2024, its #151 holding.
  • Executive Wealth Management first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • Executive Wealth Management's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $751K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.