Centurion Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,916	Closed	-$1.13M	–	250
2025 Q1	$1.13M	Hold	12,916	–	–	0.35%	60
2024 Q4	$1.13M	Sell	12,916 -4,238	-25%	-$390K	0.35%	60
2024 Q3	$1.68M	Buy	+17,154	New	+$1.65M	0.54%	42
2024 Q1	$1.86M	Sell	19,664 -4,355	-18%	-$412K	0.73%	26
2023 Q4	$2.38M	Buy	24,019 +5,618	+31%	+$508K	1.01%	19
2023 Q3	$1.63M	Buy	+18,401	New	+$1.77M	0.8%	24

Other funds holding TLT

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Centurion Wealth Management's TLT Position: Q2 2025 in Review

Centurion Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 12,916 shares — an estimated $1.13M sold.

Centurion Wealth Management first reported a position in TLT in Q3 2023 and held it in 6 quarters. The position peaked at $2.38M in Q4 2023. 1,107 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

Centurion Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Centurion Wealth Management sold 12,916 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $1.13M.
Centurion Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 6 quarters.
Centurion Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.38M in Q4 2023.
1,107 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Centurion Wealth Management's 13F filing for Q2 2025, filed 7 Jul 2025.