Raymond James Financial
GOVZ icon

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
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
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

Raymond James Financial's GOVZ Position: Q1 2026 in Review

Raymond James Financial increased its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 49% in Q1 2026, buying an estimated $45.9K and bringing the position to 3,750 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #4966.

Raymond James Financial first reported a position in GOVZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.98M in Q1 2025. 40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

  • Raymond James Financial held 3,750 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $138K as of Q1 2026.
  • Raymond James Financial bought 1,225 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2026, an estimated $45.9K.
  • iShares 25+ Year Treasury STRIPS Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4966 holding.
  • Raymond James Financial first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Raymond James Financial's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $6.98M in Q1 2025.
  • 40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.