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
Q2 		$8.1M Buy
220,603
+8,281
+4% +$299K ﹤0.01% 2336
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

Goldman Sachs
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
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
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
CFM
Compass Financial Management Tampa, Florida $829M AUM
SG
Sankala Group Lyons, Colorado $150M AUM
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial's GOVZ Position: Q2 2026 in Review

LPL Financial increased its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 3.9% in Q2 2026, buying an estimated $299K and bringing the position to 220,603 shares worth $8.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

LPL Financial first reported a position in GOVZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.5M in Q3 2024. 27 funds tracked by Wall St. Rank hold GOVZ as of Q2 2026.

  • LPL Financial held 220,603 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $8.1M as of Q2 2026.
  • LPL Financial bought 8,281 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2026, an estimated $299K.
  • iShares 25+ Year Treasury STRIPS Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2336 holding.
  • LPL Financial first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $18.5M in Q3 2024.
  • 27 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.