Marshall & Sterling Wealth Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Marshall & Sterling Wealth 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	-38	Closed	-$1.49K	–	648
2024 Q4	$1.49K	Buy	+38	New	+$1.64K	﹤0.01%	320

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

Marshall & Sterling Wealth Advisors's GOVZ Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q1 2025, closing a stake of 38 shares — an estimated $1.49K sold.

Marshall & Sterling Wealth Advisors first reported a position in GOVZ in Q4 2024 and held it in 1 quarter. The position peaked at $1.49K in Q4 2024. 35 funds tracked by Wall St. Rank hold GOVZ as of Q1 2025.

Marshall & Sterling Wealth Advisors reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 38 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2025, an estimated $1.49K.
Marshall & Sterling Wealth Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2024 and held it in 1 quarter.
Marshall & Sterling Wealth Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $1.49K in Q4 2024.
35 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.