Morgan Stanley’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Morgan Stanley’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	–	Sell	-154,039	Closed	-$5.65M	–	8492
2026 Q1	$5.65M	Sell	154,039 -108,325	-41%	-$4.06M	﹤0.01%	4051
2025 Q4	$9.71M	Buy	262,364 +262,363	+26,236,300%	+$10.2M	﹤0.01%	3640
2025 Q3	$22	Buy	+1	New	+$38	﹤0.01%	8039
2025 Q2	–	Sell	-1	Closed	-$38	–	8018
2025 Q1	$60	Buy	+1	New	+$40	﹤0.01%	7667
2024 Q4	–	Hold	0	–	–	–	7879
2024 Q3	–	Hold	0	–	–	–	7804
2024 Q2	–	Hold	0	–	-$19	–	7895
2024 Q1	–	Sell	-75	Closed	-$3.41K	–	7724
2023 Q4	$3.71K	Buy	+75	New	+$3.22K	﹤0.01%	6904

Other funds holding GOVZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 New York $179B AUM 65.34% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

Sankala Group Lyons, Colorado $150M AUM

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Morgan Stanley's GOVZ Position: Q2 2026 in Review

Morgan Stanley sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q2 2026, closing a stake of 154,039 shares — an estimated $5.65M sold.

Morgan Stanley first reported a position in GOVZ in Q4 2023 and held it in 5 quarters. The position peaked at $9.71M in Q4 2025. 27 funds tracked by Wall St. Rank hold GOVZ as of Q2 2026.

Morgan Stanley reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Morgan Stanley sold 154,039 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2026, an estimated $5.65M.
Morgan Stanley first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2023 and held it in 5 quarters.
Morgan Stanley's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $9.71M in Q4 2025.
27 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.