Beverly Hills Private Wealth, LLC
Position in GOVZ — iShares 25+ Year Treasury STRIPS Bond ETF
CIK 1965710
BEVERLY HILLS, CA
All Filings in GOVZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 GOVZ | $2,073,226 | 56,522 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 GOVZ | $2,489,841 | 67,293 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 GOVZ | $1,527,337 | 39,243 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 GOVZ | $1,874,918 | 48,826 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||