VPP
GOVZ icon

Vertex Planning Partners’s iShares 25+ Year Treasury STRIPS Bond ETF GOVZ Stock Holding History

Vertex Planning Partners’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
-3,290
Closed -$135K – 190
2025
Q1 		$135K Buy
+3,290
New +$132K 0.03% 180

Other funds holding GOVZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Commonwealth Equity Services
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vertex Planning Partners's GOVZ Position: Q2 2025 in Review

Vertex Planning Partners sold out of iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) in Q2 2025, closing a stake of 3,290 shares — an estimated $135K sold.

Vertex Planning Partners first reported a position in GOVZ in Q1 2025 and held it in 1 quarter. The position peaked at $135K in Q1 2025. 33 funds tracked by Wall St. Rank hold GOVZ as of Q2 2025.

  • Vertex Planning Partners reported no remaining iShares 25+ Year Treasury STRIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 3,290 iShares 25+ Year Treasury STRIPS Bond ETF shares in Q2 2025, an estimated $135K.
  • Vertex Planning Partners first reported a position in iShares 25+ Year Treasury STRIPS Bond ETF in Q1 2025 and held it in 1 quarter.
  • Vertex Planning Partners's iShares 25+ Year Treasury STRIPS Bond ETF position peaked at $135K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held iShares 25+ Year Treasury STRIPS Bond ETF as of Q2 2025.

Based on Vertex Planning Partners's 13F filing for Q2 2025, filed 13 Aug 2025.