LPL Financial
GOVZ icon

LPL Financial’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

LPL Financial’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 		$7.79M Buy
212,322
+3,192
+2% +$120K ﹤0.01% 2219
2025
Q4 		$7.74M Buy
209,130
+187,655
+874% +$7.29M ﹤0.01% 2154
2025
Q3 		$836K Sell
21,475
-69,615
-76% -$2.62M ﹤0.01% 4168
2025
Q2 		$3.5M Buy
91,090
+25,954
+40% +$986K ﹤0.01% 2604
2025
Q1 		$2.68M Sell
65,136
-36,847
-36% -$1.48M ﹤0.01% 2694
2024
Q4 		$4.03M Sell
101,983
-289,988
-74% -$12.5M ﹤0.01% 2248
2024
Q3 		$18.5M Buy
391,971
+261,554
+201% +$12.1M 0.01% 1082
2024
Q2 		$5.61M Buy
130,417
+74,947
+135% +$3.2M ﹤0.01% 1765
2024
Q1 		$2.52M Buy
55,470
+4,198
+8% +$191K ﹤0.01% 2335
2023
Q4 		$2.52M Buy
51,272
+15,770
+44% +$678K ﹤0.01% 2214
2023
Q3 		$1.48M Buy
35,502
+6,784
+24% +$323K ﹤0.01% 2566
2023
Q2 		$1.52M Buy
28,718
+902
+3% +$47.8K ﹤0.01% 2493
2023
Q1 		$1.53M Buy
27,816
+22,691
+443% +$1.23M ﹤0.01% 2380
2022
Q4 		$260K Buy
+5,125
New +$265K ﹤0.01% 3770

Other funds holding GOVZ

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 $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SG
Sankala Group Lyons, Colorado $122M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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

LPL Financial's GOVZ Position: Q1 2026 in Review

LPL Financial increased its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 1.5% in Q1 2026, buying an estimated $120K and bringing the position to 212,322 shares worth $7.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

LPL Financial first reported a position in GOVZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.5M in Q3 2024. 40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

  • LPL Financial held 212,322 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $7.79M as of Q1 2026.
  • LPL Financial bought 3,192 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2026, an estimated $120K.
  • iShares 25+ Year Treasury STRIPS Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2219 holding.
  • LPL Financial first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • LPL Financial's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $18.5M in Q3 2024.
  • 40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.