Newbridge Financial Services Group’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Newbridge Financial Services Group’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	$24.3K	Sell	663 -197	-23%	-$7.38K	﹤0.01%	591
2025 Q4	$31.8K	Hold	860	–	–	﹤0.01%	537
2025 Q3	$33.5K	Hold	860	–	–	0.01%	608
2025 Q2	$33K	Hold	860	–	–	0.01%	589
2025 Q1	$35.3K	Hold	860	–	–	0.01%	439
2024 Q4	$34K	Hold	860	–	–	0.01%	496
2024 Q3	$40.6K	Buy	860 +366	+74%	+$16.9K	0.01%	273
2024 Q2	$21.3K	Buy	+494	New	+$21.1K	0.01%	556

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

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 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

Newbridge Financial Services Group's GOVZ Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 23% in Q1 2026, selling an estimated $7.38K and leaving 663 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Newbridge Financial Services Group first reported a position in GOVZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $40.6K in Q3 2024. 40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

Newbridge Financial Services Group held 663 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $24.3K as of Q1 2026.
Newbridge Financial Services Group sold 197 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2026, an estimated $7.38K.
iShares 25+ Year Treasury STRIPS Bond ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #591 holding.
Newbridge Financial Services Group first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q2 2024 and has held it in 8 quarters since.
Newbridge Financial Services Group's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $40.6K in Q3 2024.
40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.