LaSalle St. Investment Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

LaSalle St. Investment 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	-16,703	Closed	-$660K	–	327
2024 Q4	$660K	Sell	16,703 -45,793	-73%	-$1.97M	0.2%	98
2024 Q3	$2.95M	Buy	+62,496	New	+$2.89M	1.16%	15

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

LaSalle St. Investment Advisors's GOVZ Position: Q1 2025 in Review

LaSalle St. Investment Advisors sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q1 2025, closing a stake of 16,703 shares — an estimated $660K sold.

LaSalle St. Investment Advisors first reported a position in GOVZ in Q3 2024 and held it in 2 quarters. The position peaked at $2.95M in Q3 2024. 35 funds tracked by Wall St. Rank hold GOVZ as of Q1 2025.

LaSalle St. Investment Advisors reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
LaSalle St. Investment Advisors sold 16,703 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2025, an estimated $660K.
LaSalle St. Investment Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q3 2024 and held it in 2 quarters.
LaSalle St. Investment Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $2.95M in Q3 2024.
35 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2025.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.