MFA
GOVZ icon

Morling Financial Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Morling Financial 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
2026
Q1 		$46K Sell
1,255
-80
-6% -$3K 0.01% 92
2025
Q4 		$49.4K Buy
+1,335
New +$51.9K 0.02% 86

Other funds holding GOVZ

LPL Financial
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SG
Sankala Group Lyons, Colorado $122M AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morling Financial Advisors's GOVZ Position: Q1 2026 in Review

Morling Financial Advisors reduced its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 6% in Q1 2026, selling an estimated $3K and leaving 1,255 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #92.

Morling Financial Advisors first reported a position in GOVZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $49.4K in Q4 2025. 40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

  • Morling Financial Advisors held 1,255 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $46K as of Q1 2026.
  • Morling Financial Advisors sold 80 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2026, an estimated $3K.
  • iShares 25+ Year Treasury STRIPS Bond ETF made up 0.01% of Morling Financial Advisors's portfolio in Q1 2026, its #92 holding.
  • Morling Financial Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Morling Financial Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $49.4K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.