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J.W. Cole Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

J.W. Cole 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
Q3 		– Sell
-2,625
Closed -$101K – 1571
2025
Q2 		$101K Buy
+2,625
New +$99.8K ﹤0.01% 1407
2025
Q1 		– Sell
-15,332
Closed -$606K – 1295
2024
Q4 		$606K Buy
15,332
+6,552
+75% +$282K 0.02% 549
2024
Q3 		$415K Buy
+8,780
New +$406K 0.02% 673

Other funds holding GOVZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

J.W. Cole Advisors's GOVZ Position: Q3 2025 in Review

J.W. Cole Advisors sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q3 2025, closing a stake of 2,625 shares — an estimated $101K sold.

J.W. Cole Advisors first reported a position in GOVZ in Q3 2024 and held it in 3 quarters. The position peaked at $606K in Q4 2024. 30 funds tracked by Wall St. Rank hold GOVZ as of Q3 2025.

  • J.W. Cole Advisors reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,625 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q3 2025, an estimated $101K.
  • J.W. Cole Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q3 2024 and held it in 3 quarters.
  • J.W. Cole Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $606K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.