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Centurion Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Centurion Wealth Management’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 		$2.13M Buy
93,685
+12,128
+15% +$276K 0.51% 48
2026
Q1 		$1.87M Buy
81,557
+55,136
+209% +$1.27M 0.42% 60
2025
Q4 		$608K Buy
26,421
+4,027
+18% +$93.2K 0.13% 136
2025
Q3 		$518K Buy
22,394
+99
+0.4% +$2.27K 0.12% 154
2025
Q2 		$512K Sell
22,295
-334
-1% -$7.61K 0.15% 121
2025
Q1 		$520K Hold
22,629
– – 0.16% 100
2024
Q4 		$520K Sell
22,629
-555
-2% -$12.7K 0.16% 100
2024
Q3 		$544K Buy
+23,184
New +$537K 0.17% 93
2024
Q1 		$524K Sell
22,996
-3,401
-13% -$77.3K 0.21% 84
2023
Q4 		$608K Sell
26,397
-30,569
-54% -$680K 0.26% 64
2023
Q3 		$1.26M Sell
56,966
-97,197
-63% -$2.19M 0.61% 33
2023
Q2 		$3.53M Sell
154,163
-4,565
-3% -$106K 1.7% 16
2023
Q1 		$3.71M Buy
158,728
+31,766
+25% +$734K 1.88% 14
2022
Q4 		$2.88M Buy
+126,962
New +$2.89M 1.63% 15

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Centurion Wealth Management's GOVT Position: Q2 2026 in Review

Centurion Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 15% in Q2 2026, buying an estimated $276K and bringing the position to 93,685 shares worth $2.13M. The position accounts for 0.51% of the portfolio, ranked #48.

Centurion Wealth Management first reported a position in GOVT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.71M in Q1 2023. 166 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Centurion Wealth Management held 93,685 shares of iShares US Treasury Bond ETF worth $2.13M as of Q2 2026.
  • Centurion Wealth Management bought 12,128 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $276K.
  • iShares US Treasury Bond ETF made up 0.51% of Centurion Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Centurion Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Centurion Wealth Management's iShares US Treasury Bond ETF position peaked at $3.71M in Q1 2023.
  • 166 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.