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 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	-151	Closed	-$6.86K	–	7724
2023 Q4	$7.41K	Buy	+151	New	+$6.49K	﹤0.01%	6904

Other funds holding GOVZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Sankala Group Lyons, Colorado $122M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley's GOVZ Position: Q1 2026 in Review

Morgan Stanley reduced its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 41% in Q1 2026, selling an estimated $4.06M and leaving 154,039 shares worth $5.65M. The position accounts for ﹤0.01% of the portfolio, ranked #4051.

Morgan Stanley first reported a position in GOVZ in Q4 2023 and has held it in 5 quarters since. The position peaked at $9.71M in Q4 2025. 40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

Morgan Stanley held 154,039 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $5.65M as of Q1 2026.
Morgan Stanley sold 108,325 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2026, an estimated $4.06M.
iShares 25+ Year Treasury STRIPS Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4051 holding.
Morgan Stanley first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2023 and has held it in 5 quarters since.
Morgan Stanley's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $9.71M in Q4 2025.
40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.