Sowell Financial Services’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Sowell Financial Services’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	-10,713	Closed	-$393K	–	1187
2026 Q1	$393K	Buy	10,713 +300	+3%	+$11.2K	0.01%	727
2025 Q4	$385K	Buy	10,413 +4,100	+65%	+$159K	0.01%	732
2025 Q3	$246K	Buy	6,313 +1,938	+44%	+$72.9K	0.01%	902
2025 Q2	$168K	Buy	4,375 +1,500	+52%	+$57K	0.01%	983
2025 Q1	$118K	Buy	+2,875	New	+$115K	0.01%	967

Other funds holding GOVZ

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

CPC

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Sowell Financial Services's GOVZ Position: Q2 2026 in Review

Sowell Financial Services sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q2 2026, closing a stake of 10,713 shares — an estimated $393K sold.

Sowell Financial Services first reported a position in GOVZ in Q1 2025 and held it in 5 quarters. The position peaked at $393K in Q1 2026. 5 funds tracked by Wall St. Rank hold GOVZ as of Q2 2026.

Sowell Financial Services reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 10,713 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2026, an estimated $393K.
Sowell Financial Services first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q1 2025 and held it in 5 quarters.
Sowell Financial Services's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $393K in Q1 2026.
5 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.