Sunbelt Securities’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Sunbelt Securities’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	$655	Sell	18 -9	-33%	-$337	﹤0.01%	2210
2025 Q4	$986	Hold	27	–	–	﹤0.01%	2057
2025 Q3	$1.03K	Sell	27 -22	-45%	-$828	﹤0.01%	2039
2025 Q2	$1.93K	Hold	49	–	–	﹤0.01%	1603
2025 Q1	$2K	Hold	49	–	–	﹤0.01%	1575
2024 Q4	$1.94K	Sell	49 -6	-11%	-$259	﹤0.01%	1606
2024 Q3	$2.61K	Hold	55	–	–	﹤0.01%	1566
2024 Q2	$2.38K	Sell	55 -3	-5%	-$128	﹤0.01%	1523
2024 Q1	$2.64K	Hold	58	–	–	﹤0.01%	1473
2023 Q4	$2.86K	Sell	58 -3,584	-98%	-$154K	﹤0.01%	1403
2023 Q3	$152K	Sell	3,642 -4,600	-56%	-$219K	0.02%	551
2023 Q2	$437K	Buy	8,242 +2,175	+36%	+$115K	0.06%	306
2023 Q1	$327K	Buy	+6,067	New	+$329K	0.05%	332
2022 Q4	–	Sell	-18,304	Closed	-$983K	–	460
2022 Q3	$983K	Buy	18,304 +3,731	+26%	+$227K	0.21%	127
2022 Q2	$913K	Sell	14,573 -2,081	-12%	-$135K	0.19%	129
2022 Q1	$1.27M	Buy	16,654 +14,173	+571%	+$1.14M	0.23%	113
2021 Q4	$200K	Buy	+2,481	New	+$218K	0.03%	446

Other funds holding GOVZ

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

SWA

Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 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 $79.5B AUM 27.1% 1-Year Est. Return

Sankala Group Lyons, Colorado $122M AUM

KAS

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

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

Sunbelt Securities's GOVZ Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) stake by 33% in Q1 2026, selling an estimated $337 and leaving 18 shares worth $655. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Sunbelt Securities first reported a position in GOVZ in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.27M in Q1 2022. 40 funds tracked by Wall St. Rank hold GOVZ as of Q1 2026.

Sunbelt Securities held 18 shares of iShares 25+ Year Treasury STRIPS Bond ETF worth $655 as of Q1 2026.
Sunbelt Securities sold 9 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2026, an estimated $337.
iShares 25+ Year Treasury STRIPS Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2210 holding.
Sunbelt Securities first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2021 and has held it in 17 quarters since.
Sunbelt Securities's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $1.27M in Q1 2022.
40 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.