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MBB Public Markets’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

MBB Public Markets’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
2024
Q2 		– Sell
-3,750
Closed -$171K – 704
2024
Q1 		$171K Hold
3,750
– – 0.01% 284
2023
Q4 		$185K Hold
3,750
– – 0.01% 92
2023
Q3 		$157K Buy
+3,750
New +$178K 0.01% 128

Other funds holding GOVZ

CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MBB Public Markets's GOVZ Position: Q2 2024 in Review

MBB Public Markets sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q2 2024, closing a stake of 3,750 shares — an estimated $171K sold.

MBB Public Markets first reported a position in GOVZ in Q3 2023 and held it in 3 quarters. The position peaked at $185K in Q4 2023. 27 funds tracked by Wall St. Rank hold GOVZ as of Q2 2024.

  • MBB Public Markets reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • MBB Public Markets sold 3,750 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2024, an estimated $171K.
  • MBB Public Markets first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q3 2023 and held it in 3 quarters.
  • MBB Public Markets's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $185K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2024.

Based on MBB Public Markets's 13F filing for Q2 2024, filed 14 Aug 2024.