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GOVZ icon

&Partners’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

&Partners’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 		– Sell
-5,300
Closed -$196K – 2435
2025
Q4 		$196K Buy
+5,300
New +$206K ﹤0.01% 2144

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 $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SG
Sankala Group Lyons, Colorado $122M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

&Partners's GOVZ Position: Q1 2026 in Review

&Partners sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q1 2026, closing a stake of 5,300 shares — an estimated $196K sold.

&Partners first reported a position in GOVZ in Q4 2025 and held it in 1 quarter. The position peaked at $196K in Q4 2025. 40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

  • &Partners reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • &Partners sold 5,300 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2026, an estimated $196K.
  • &Partners first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2025 and held it in 1 quarter.
  • &Partners's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $196K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.