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The iShares 25+ Year Treasury STRIPS Bond ETF has posted a modest decline so far in 2026, impacted by a rise in long-term treasury yields. I expect the Fed to resume rate cuts in H2 2027 and into 2028, allowing for a circa 0.5-0.6% decline in risk-free rates across the yield curve. This in turn should be beneficial for GOVZ thanks to the ETF's high sensitivity to changes in long-term interest rates.