CWM
IEF icon

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
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

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

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

Centurion Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 2,453 shares worth $232K. The stake represents 0.06% of the portfolio and ranks #260 among its holdings. This is a return to the name: Centurion Wealth Management previously reported a position in IEF as recently as Q2 2023.

Centurion Wealth Management first reported a position in IEF in Q4 2022 and has held it in 4 quarters since. The position peaked at $246K in Q1 2023. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Centurion Wealth Management held 2,453 shares of iShares 7-10 Year Treasury Bond ETF worth $232K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Centurion Wealth Management position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.06% of Centurion Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Centurion Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Centurion Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $246K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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