Kestra Advisory Services’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Kestra Advisory Services’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 Q2	$1.89M	Sell	51,472 -3,626	-7%	-$131K	0.01%	1397
2026 Q1	$2.02M	Buy	55,098 +4,444	+9%	+$166K	0.01%	1297
2025 Q4	$1.87M	Buy	+50,654	New	+$1.97M	0.01%	1251

Other funds holding GOVZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWA

Strategies Wealth Advisors Grand Rapids, Michigan $1.12B AUM 24.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

Sankala Group Lyons, Colorado $150M AUM

CPC

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

Kestra Advisory Services's GOVZ Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 6.6% in Q2 2026, selling an estimated $131K and leaving 51,472 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #1397.

Kestra Advisory Services first reported a position in GOVZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.02M in Q1 2026. 27 funds tracked by Wall St. Rank hold GOVZ as of Q2 2026.

Kestra Advisory Services held 51,472 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $1.89M as of Q2 2026.
Kestra Advisory Services sold 3,626 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2026, an estimated $131K.
iShares 25+ Year Treasury STRIPS Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1397 holding.
Kestra Advisory Services first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
Kestra Advisory Services's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $2.02M in Q1 2026.
27 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.