Steward Partners Investment Advisory’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Steward Partners Investment Advisory’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
2025 Q1	–	Sell	-18,788	Closed	-$742K	–	4072
2024 Q4	$742K	Buy	+18,788	New	+$810K	0.01%	979
2024 Q1	–	Sell	-125	Closed	-$6.15K	–	3607
2023 Q4	$6.15K	Buy	+125	New	+$5.37K	﹤0.01%	2887
2023 Q1	–	Sell	-1,584	Closed	-$80.3K	–	3353
2022 Q4	$80.3K	Hold	1,584	–	–	﹤0.01%	1635
2022 Q3	$85K	Buy	1,584 +778	+97%	+$47.3K	﹤0.01%	1559
2022 Q2	$50K	Buy	+806	New	+$52.4K	﹤0.01%	1809

Other funds holding GOVZ

CPC

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

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

SWA

Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's GOVZ Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q1 2025, closing a stake of 18,788 shares — an estimated $742K sold.

Steward Partners Investment Advisory first reported a position in GOVZ in Q2 2022 and held it in 5 quarters. The position peaked at $742K in Q4 2024. 35 funds tracked by Wall St. Rank hold GOVZ as of Q1 2025.

Steward Partners Investment Advisory reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 18,788 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2025, an estimated $742K.
Steward Partners Investment Advisory first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q2 2022 and held it in 5 quarters.
Steward Partners Investment Advisory's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $742K in Q4 2024.
35 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.