UBS Group
GOVZ icon

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

UBS 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
Q4 		– Sell
-804
Closed -$31.3K – 10767
2025
Q3 		$31.3K Buy
+804
New +$30.2K ﹤0.01% 7866
2025
Q1 		– Sell
-13
Closed -$514 – 10416
2024
Q4 		$514 Buy
+13
New +$560 ﹤0.01% 9440
2024
Q1 		– Sell
-826
Closed -$40.6K – 9588
2023
Q4 		$40.6K Buy
+826
New +$35.5K ﹤0.01% 6663
2023
Q3 		– Sell
-2,088
Closed -$111K – 9645
2023
Q2 		$111K Buy
2,088
+1,334
+177% +$70.6K ﹤0.01% 5921
2023
Q1 		$41.5K Sell
754
-529
-41% -$28.7K ﹤0.01% 6584
2022
Q4 		$65K Buy
1,283
+539
+72% +$27.9K ﹤0.01% 6519
2022
Q3 		$40K Buy
744
+589
+380% +$35.8K ﹤0.01% 6563
2022
Q2 		$10K Sell
155
-640
-81% -$41.6K ﹤0.01% 7961
2022
Q1 		$61K Buy
795
+724
+1,020% +$58.4K ﹤0.01% 6292
2021
Q4 		$6K Buy
71
+66
+1,320% +$5.79K ﹤0.01% 9269
2021
Q3 		$0 Sell
5
-237
-98% -$20.8K ﹤0.01% 9747
2021
Q2 		$20K Sell
242
-64
-21% -$5.11K ﹤0.01% 7327
2021
Q1 		$23K Buy
+306
New +$25.7K ﹤0.01% 7242

Other funds holding GOVZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
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
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SG
Sankala Group Lyons, Colorado $122M AUM
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

UBS Group's GOVZ Position: Q4 2025 in Review

UBS Group sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q4 2025, closing a stake of 804 shares — an estimated $31.3K sold.

UBS Group first reported a position in GOVZ in Q1 2021 and held it in 13 quarters. The position peaked at $111K in Q2 2023. 35 funds tracked by Wall St. Rank hold GOVZ as of Q4 2025.

  • UBS Group reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 804 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q4 2025, an estimated $31.3K.
  • UBS Group first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q1 2021 and held it in 13 quarters.
  • UBS Group's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $111K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.