TCG
GOVZ icon

Transcendent Capital Group’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Transcendent Capital Group’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
-2
Closed -$65 – 207
2024
Q4 		$65 Sell
2
-424
-100% -$18.3K ﹤0.01% 442
2024
Q3 		$20.1K Buy
+426
New +$19.7K 0.01% 292

Other funds holding GOVZ

CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Transcendent Capital Group's GOVZ Position: Q1 2025 in Review

Transcendent Capital Group sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q1 2025, closing a stake of 2 shares — an estimated $65 sold.

Transcendent Capital Group first reported a position in GOVZ in Q3 2024 and held it in 2 quarters. The position peaked at $20.1K in Q3 2024. 35 funds tracked by Wall St. Rank hold GOVZ as of Q1 2025.

  • Transcendent Capital Group reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 2 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q1 2025, an estimated $65.
  • Transcendent Capital Group first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q3 2024 and held it in 2 quarters.
  • Transcendent Capital Group's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $20.1K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.