IFP Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

IFP Advisors’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 Q1	–	Sell	-156	Closed	-$6.14K	–	4443
2024 Q4	$6.14K	Hold	156	–	–	﹤0.01%	2717
2024 Q3	$7.35K	Hold	156	–	–	﹤0.01%	2540
2024 Q2	$6.69K	Buy	156 +31	+25%	+$1.32K	﹤0.01%	2475
2024 Q1	$5.7K	Hold	125	–	–	﹤0.01%	2419
2023 Q4	$6.16K	Hold	125	–	–	﹤0.01%	2352
2023 Q3	$5.23K	Buy	+125	New	+$5.95K	﹤0.01%	2488

Other funds holding GOVZ

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFP Advisors's GOVZ Position: Q1 2025 in Review

IFP Advisors sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q1 2025, closing a stake of 156 shares — an estimated $6.14K sold.

IFP Advisors first reported a position in GOVZ in Q3 2023 and held it in 6 quarters. The position peaked at $7.35K in Q3 2024. 35 funds tracked by Wall St. Rank hold GOVZ as of Q1 2025.

IFP Advisors reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 156 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2025, an estimated $6.14K.
IFP Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q3 2023 and held it in 6 quarters.
IFP Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $7.35K in Q3 2024.
35 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.