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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
Q2 		– Sell
-1,255
Closed -$46K – 125
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 $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
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
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
CFM
Compass Financial Management Tampa, Florida $829M AUM
SG
Sankala Group Lyons, Colorado $150M AUM
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Morling Financial Advisors's GOVZ Position: Q2 2026 in Review

Morling Financial Advisors sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q2 2026, closing a stake of 1,255 shares — an estimated $46K sold.

Morling Financial Advisors first reported a position in GOVZ in Q4 2025 and held it in 2 quarters. The position peaked at $49.4K in Q4 2025. 27 funds tracked by Wall St. Rank hold GOVZ as of Q2 2026.

  • Morling Financial Advisors reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Morling Financial Advisors sold 1,255 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2026, an estimated $46K.
  • Morling Financial Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2025 and held it in 2 quarters.
  • Morling Financial Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $49.4K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.