Centurion Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Centurion Wealth Management’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.17M	Sell	12,661 -20,274	-62%	-$1.96M	0.28%	81
2026 Q2	$3.31M	Buy	32,935 +303	+0.9%	+$30.3K	0.79%	29
2026 Q1	$3.29M	Buy	32,632 +1,616	+5%	+$165K	0.74%	35
2025 Q4	$3.15M	Buy	31,016 +535	+2%	+$55.2K	0.69%	35
2025 Q3	$3.14M	Buy	30,481 +5,406	+22%	+$547K	0.71%	31
2025 Q2	$2.55M	Buy	+25,075	New	+$2.52M	0.73%	31
2023 Q3	–	Sell	-9,668	Closed	-$1.07M	–	167
2023 Q2	$1.07M	Buy	9,668 +970	+11%	+$109K	0.52%	43
2023 Q1	$996K	Sell	8,698 -1,375	-14%	-$155K	0.5%	44
2022 Q4	$1.09M	Buy	+10,073	New	+$1.09M	0.61%	41

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

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

Centurion Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 62% in Q3 2026, selling an estimated $1.96M and leaving 12,661 shares worth $1.17M. The position accounts for 0.28% of the portfolio, ranked #81.

Centurion Wealth Management first reported a position in TLH in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.31M in Q2 2026. 134 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Centurion Wealth Management held 12,661 shares of iShares 10-20 Year Treasury Bond ETF worth $1.17M as of Q3 2026.
Centurion Wealth Management sold 20,274 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.96M.
iShares 10-20 Year Treasury Bond ETF made up 0.28% of Centurion Wealth Management's portfolio in Q3 2026, its #81 holding.
Centurion Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
Centurion Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $3.31M in Q2 2026.
134 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

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