Osaic Holdings’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Osaic Holdings’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	$91.2K	Buy	2,486 +1,986	+397%	+$74.4K	﹤0.01%	4753
2025 Q4	$18.5K	Hold	500	–	–	﹤0.01%	5931
2025 Q3	$18.3K	Hold	500	–	–	﹤0.01%	5991
2025 Q2	$19.2K	Hold	500	–	–	﹤0.01%	5739
2025 Q1	$20.5K	Sell	500 -404	-45%	-$16.2K	﹤0.01%	5352
2024 Q4	$35.7K	Sell	904 -2,365	-72%	-$102K	﹤0.01%	4935
2024 Q3	$154K	Buy	3,269 +2,769	+554%	+$128K	﹤0.01%	3869
2024 Q2	$21.5K	Hold	500	–	–	﹤0.01%	5294
2024 Q1	$22.7K	Hold	500	–	–	﹤0.01%	5288
2023 Q4	$24.6K	Hold	500	–	–	﹤0.01%	5380
2023 Q3	$20.9K	Hold	500	–	–	﹤0.01%	5531
2023 Q2	$26.5K	Hold	500	–	–	﹤0.01%	5381
2023 Q1	$27.5K	Hold	500	–	–	﹤0.01%	5371
2022 Q4	$25K	Hold	500	–	–	﹤0.01%	5420
2022 Q3	$27K	Sell	500 -26	-5%	-$1.58K	﹤0.01%	5366
2022 Q2	$33K	Sell	526 -2,423	-82%	-$158K	﹤0.01%	5254
2022 Q1	$226K	Buy	+2,949	New	+$238K	﹤0.01%	3929

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

Osaic Holdings's GOVZ Position: Q1 2026 in Review

Osaic Holdings increased its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 397% in Q1 2026, buying an estimated $74.4K and bringing the position to 2,486 shares worth $91.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4753.

Osaic Holdings first reported a position in GOVZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $226K in Q1 2022. 40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

Osaic Holdings held 2,486 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $91.2K as of Q1 2026.
Osaic Holdings bought 1,986 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2026, an estimated $74.4K.
iShares 25+ Year Treasury STRIPS Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4753 holding.
Osaic Holdings first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q1 2022 and has held it in 17 quarters since.
Osaic Holdings's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $226K in Q1 2022.
40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.