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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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. 957 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.
957 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.