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Raymond James Financial Services Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$3.19M Buy
+67,570
New +$3.13M ﹤0.01% 1475

Other funds holding GOVZ

CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Raymond James Financial Services Advisors's GOVZ Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q3 2024: 67,570 shares worth $3.19M. The stake represents ﹤0.01% of the portfolio and ranks #1475 among its holdings.

35 funds tracked by Wall St. Rank hold GOVZ as of Q3 2024.

  • Raymond James Financial Services Advisors held 67,570 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $3.19M as of Q3 2024.
  • iShares 25+ Year Treasury STRIPS Bond ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
  • iShares 25+ Year Treasury STRIPS Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1475 holding.
  • 35 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.