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

Raymond James Trust’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 		$239K Buy
5,057
+102
+2% +$4.72K 0.01% 1161
2024
Q2 		$213K Buy
+4,955
New +$212K 0.01% 1163

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

Raymond James Trust's GOVZ Position: Q3 2024 in Review

Raymond James Trust increased its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 2.1% in Q3 2024, buying an estimated $4.72K and bringing the position to 5,057 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #1161.

Raymond James Trust first reported a position in GOVZ in Q2 2024 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold GOVZ as of Q3 2024.

  • Raymond James Trust held 5,057 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $239K as of Q3 2024.
  • Raymond James Trust bought 102 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q3 2024, an estimated $4.72K.
  • iShares 25+ Year Treasury STRIPS Bond ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1161 holding.
  • Raymond James Trust first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.