KAS
GOVZ icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SG
Sankala Group Lyons, Colorado $122M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kestra Advisory Services's GOVZ Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 8.8% in Q1 2026, buying an estimated $166K and bringing the position to 55,098 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #1297.

Kestra Advisory Services first reported a position in GOVZ in Q4 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

  • Kestra Advisory Services held 55,098 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $2.02M as of Q1 2026.
  • Kestra Advisory Services bought 4,444 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2026, an estimated $166K.
  • iShares 25+ Year Treasury STRIPS Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1297 holding.
  • Kestra Advisory Services first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.