Private Advisor Group’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Private Advisor 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
2024 Q4	–	Sell	-6,600	Closed	-$312K	–	2387
2024 Q3	$312K	Hold	6,600	–	–	﹤0.01%	1914
2024 Q2	$284K	Sell	6,600 -1,836	-22%	-$78.4K	﹤0.01%	1927
2024 Q1	$384K	Buy	8,436 +4,311	+105%	+$196K	﹤0.01%	1679
2023 Q4	$203K	Buy	+4,125	New	+$177K	﹤0.01%	2042

Other funds holding GOVZ

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

SWA

Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Private Advisor Group's GOVZ Position: Q4 2024 in Review

Private Advisor Group sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q4 2024, closing a stake of 6,600 shares — an estimated $312K sold.

Private Advisor Group first reported a position in GOVZ in Q4 2023 and held it in 4 quarters. The position peaked at $384K in Q1 2024. 36 funds tracked by Wall St. Rank hold GOVZ as of Q4 2024.

Private Advisor Group reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
Private Advisor Group sold 6,600 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q4 2024, an estimated $312K.
Private Advisor Group first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2023 and held it in 4 quarters.
Private Advisor Group's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $384K in Q1 2024.
36 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.