Strategies Wealth Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Strategies Wealth 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
2026 Q2	$5M	Sell	136,115 -48,969	-26%	-$1.77M	0.45%	25
2026 Q1	$6.79M	Sell	185,084 -4,665	-2%	-$175K	0.68%	20
2025 Q4	$7.02M	Buy	189,749 +17,353	+10%	+$674K	0.7%	20
2025 Q3	$6.71M	Sell	172,396 -49,404	-22%	-$1.86M	0.7%	20
2025 Q2	$8.52M	Buy	221,800 +10,444	+5%	+$397K	0.93%	15
2025 Q1	$8.68M	Buy	211,356 +12,530	+6%	+$503K	1.06%	13
2024 Q4	$7.98M	Buy	198,826 +54,184	+37%	+$2.33M	0.99%	15
2024 Q3	$6.83M	Sell	144,642 -2,467	-2%	-$114K	0.91%	16
2024 Q2	$6.33M	Buy	+147,109	New	+$6.28M	0.92%	16

Other funds holding GOVZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

Sankala Group Lyons, Colorado $150M AUM

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

Strategies Wealth Advisors's GOVZ Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 26% in Q2 2026, selling an estimated $1.77M and leaving 136,115 shares worth $5M. The position accounts for 0.45% of the portfolio, ranked #25.

Strategies Wealth Advisors first reported a position in GOVZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.68M in Q1 2025. 27 funds tracked by Wall St. Rank hold GOVZ as of Q2 2026.

Strategies Wealth Advisors held 136,115 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $5M as of Q2 2026.
Strategies Wealth Advisors sold 48,969 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2026, an estimated $1.77M.
iShares 25+ Year Treasury STRIPS Bond ETF made up 0.45% of Strategies Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Strategies Wealth Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
Strategies Wealth Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $8.68M in Q1 2025.
27 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.