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Realta Investment Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Realta Investment 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
2023
Q4 		– Sell
-1,949
Closed -$103K – 560
2023
Q3 		$103K Hold
1,949
– – 0.02% 457
2023
Q2 		$103K Buy
+1,949
New +$103K 0.02% 481

Other funds holding GOVZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Realta Investment Advisors's GOVZ Position: Q4 2023 in Review

Realta Investment Advisors sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q4 2023, closing a stake of 1,949 shares — an estimated $103K sold.

Realta Investment Advisors first reported a position in GOVZ in Q2 2023 and held it in 2 quarters. The position peaked at $103K in Q3 2023. 25 funds tracked by Wall St. Rank hold GOVZ as of Q4 2023.

  • Realta Investment Advisors reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 1,949 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q4 2023, an estimated $103K.
  • Realta Investment Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q2 2023 and held it in 2 quarters.
  • Realta Investment Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $103K in Q3 2023.
  • 25 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.