Traphagen Investment Advisors’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Traphagen Investment 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
2025 Q2	–	Sell	-156,306	Closed	-$6.42M	–	192
2025 Q1	$6.42M	Sell	156,306 -8,676	-5%	-$348K	0.67%	19
2024 Q4	$6.52M	Sell	164,982 -164,567	-50%	-$7.09M	0.66%	22
2024 Q3	$15.6M	Buy	329,549 +26,513	+9%	+$1.23M	1.57%	14
2024 Q2	$13M	Buy	303,036 +19,092	+7%	+$816K	1.42%	14
2024 Q1	$12.9M	Buy	283,944 +183,513	+183%	+$8.34M	1.38%	14
2023 Q4	$4.94M	Buy	+100,431	New	+$4.32M	0.58%	26

Other funds holding GOVZ

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Traphagen Investment Advisors's GOVZ Position: Q2 2025 in Review

Traphagen Investment Advisors sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q2 2025, closing a stake of 156,306 shares — an estimated $6.42M sold.

Traphagen Investment Advisors first reported a position in GOVZ in Q4 2023 and held it in 6 quarters. The position peaked at $15.6M in Q3 2024. 33 funds tracked by Wall St. Rank hold GOVZ as of Q2 2025.

Traphagen Investment Advisors reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
Traphagen Investment Advisors sold 156,306 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2025, an estimated $6.42M.
Traphagen Investment Advisors first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q4 2023 and held it in 6 quarters.
Traphagen Investment Advisors's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $15.6M in Q3 2024.
33 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2025.

Based on Traphagen Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.