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Centerline Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Centerline Wealth Advisors’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.23M Sell
317,463
-7,709
-2% -$176K 2.27% 16
2026
Q1 		$7.45M Buy
+325,172
New +$7.5M 2.68% 13

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Centerline Wealth Advisors's GOVT Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.4% in Q2 2026, selling an estimated $176K and leaving 317,463 shares worth $7.23M. The position accounts for 2.27% of the portfolio, ranked #16.

Centerline Wealth Advisors first reported a position in GOVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.45M in Q1 2026. 301 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Centerline Wealth Advisors held 317,463 shares of iShares US Treasury Bond ETF worth $7.23M as of Q2 2026.
  • Centerline Wealth Advisors sold 7,709 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $176K.
  • iShares US Treasury Bond ETF made up 2.27% of Centerline Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Centerline Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Centerline Wealth Advisors's iShares US Treasury Bond ETF position peaked at $7.45M in Q1 2026.
  • 301 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.