Steward Partners Investment Advisory’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-75,151
| Closed | -$742K | – | 4072 |
|
|
2024
Q4 | $742K | Buy |
+75,151
| New | +$742K | 0.01% | 979 |
|
|
2024
Q1 | – | Sell |
-500
| Closed | -$6.15K | – | 3607 |
|
|
2023
Q4 | $6.15K | Buy |
+500
| New | +$6.15K | ﹤0.01% | 2887 |
|
|
2023
Q1 | – | Sell |
-6,335
| Closed | -$80.3K | – | 3353 |
|
|
2022
Q4 | $80.3K | Hold |
6,335
| – | – | ﹤0.01% | 1635 |
|
|
2022
Q3 | $85K | Buy |
6,335
+3,112
| +97% | +$41.8K | ﹤0.01% | 1559 |
|
|
2022
Q2 | $50K | Buy |
+3,223
| New | +$50K | ﹤0.01% | 1809 |
|