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

Raymond James Financial’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 Q2	–	Sell	-3,750	Closed	-$138K	–	5470
2026 Q1	$138K	Buy	3,750 +1,225	+49%	+$45.9K	﹤0.01%	4966
2025 Q4	$93.4K	Buy	+2,525	New	+$98.1K	﹤0.01%	4939
2025 Q2	–	Sell	-169,999	Closed	-$6.98M	–	7023
2025 Q1	$6.98M	Buy	169,999 +161,549	+1,912%	+$6.48M	﹤0.01%	2081
2024 Q4	$334K	Buy	+8,450	New	+$364K	﹤0.01%	4127

Other funds holding GOVZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWA

Strategies Wealth Advisors Grand Rapids, Michigan $1.12B AUM 24.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

Sankala Group Lyons, Colorado $150M AUM

CPC

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

Raymond James Financial's GOVZ Position: Q2 2026 in Review

Raymond James Financial sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q2 2026, closing a stake of 3,750 shares — an estimated $138K sold.

Raymond James Financial first reported a position in GOVZ in Q4 2024 and held it in 4 quarters. The position peaked at $6.98M in Q1 2025. 27 funds tracked by Wall St. Rank hold GOVZ as of Q2 2026.

Raymond James Financial reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Raymond James Financial sold 3,750 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2026, an estimated $138K.
Raymond James Financial first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2024 and held it in 4 quarters.
Raymond James Financial's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $6.98M in Q1 2025.
27 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.