Silver Oak Securities’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Silver Oak Securities’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	$163K	Buy	+4,444	New	+$166K	0.01%	745

Other funds holding GOVZ

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 New York $871B AUM 31.28% 1-Year Est. Return

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 Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sankala Group Lyons, Colorado $122M AUM

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Silver Oak Securities's GOVZ Position: Q1 2026 in Review

Silver Oak Securities opened a new position in iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q1 2026: 4,444 shares worth $163K. The stake represents 0.01% of the portfolio and ranks #745 among its holdings.

40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

Silver Oak Securities held 4,444 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $163K as of Q1 2026.
iShares 25+ Year Treasury STRIPS Bond ETF was a new Silver Oak Securities position in Q1 2026.
iShares 25+ Year Treasury STRIPS Bond ETF made up 0.01% of Silver Oak Securities's portfolio in Q1 2026, its #745 holding.
40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.