Centurion Wealth Management
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Centurion Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Centurion Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,453
Closed -$232K – 288
2026
Q2 		$232K Buy
+2,453
New +$232K 0.06% 260
2023
Q3 		– Sell
-2,526
Closed -$244K – 158
2023
Q2 		$244K Buy
2,526
+43
+2% +$4.23K 0.12% 128
2023
Q1 		$246K Buy
2,483
+1
+0% +$98 0.12% 125
2022
Q4 		$238K Buy
+2,482
New +$238K 0.13% 129

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

Centurion Wealth Management's IEF Position: Q3 2026 in Review

Centurion Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 2,453 shares — an estimated $232K sold.

Centurion Wealth Management first reported a position in IEF in Q4 2022 and held it in 4 quarters. The position peaked at $246K in Q1 2023. 580 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Centurion Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 2,453 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $232K.
  • Centurion Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
  • Centurion Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $246K in Q1 2023.
  • 580 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.