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 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 $377B AUM 19.32% 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 $67.7B AUM 51.91% 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

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

Strategies Wealth Advisors's GOVZ Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 2.5% in Q1 2026, selling an estimated $175K and leaving 185,084 shares worth $6.79M. The position accounts for 0.68% of the portfolio, ranked #20.

Strategies Wealth Advisors first reported a position in GOVZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.68M in Q1 2025. 40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

Strategies Wealth Advisors held 185,084 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $6.79M as of Q1 2026.
Strategies Wealth Advisors sold 4,665 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2026, an estimated $175K.
iShares 25+ Year Treasury STRIPS Bond ETF made up 0.68% of Strategies Wealth Advisors's portfolio in Q1 2026, its #20 holding.
Strategies Wealth Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q2 2024 and has held it in 8 quarters since.
Strategies Wealth Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $8.68M in Q1 2025.
40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.