CERTIOR FINANCIAL GROUP, LLC GOVT — ISHARES TR

Ownership history in CERTIOR FINANCIAL GROUP, LLC  ·  6 quarters on record

AI Ownership Summary

CERTIOR FINANCIAL GROUP, LLC reported ISHARES TR (GOVT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.89% in 2024 Q4. The latest visible filing shows GOVT at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GOVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CERTIOR FINANCIAL GROUP, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOVT was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GOVT stock page CERTIOR FINANCIAL GROUP, LLC fund profile CERTIOR FINANCIAL GROUP, LLC full holdings
How CERTIOR FINANCIAL GROUP, LLC held GOVT — position size vs. price
% of Fund (quarterly)    GOVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 43,465 +449 +1.0% 0.63% $996K 2026-04-27 $22.83
2025 Q4 REDUCED — — — 43,016 -234 -0.5% 0.67% $990K 2026-02-04 $22.74
2025 Q3 REDUCED — — — 43,250 -1,676 -3.7% 0.66% $1000K 2025-10-31 $22.73
2025 Q2 ADDED — — — 44,926 +123 +0.3% 0.77% $1.0M 2025-08-13 $22.36
2025 Q1 ADDED — — — 44,803 +1 +0.0% 0.83% $1.0M 2025-05-15 $21.88
2024 Q4 INITIATED — — — 44,802 — — 0.89% $1.0M 2025-02-13 $21.60

🏢 Other funds also holding GOVT

As of 2026 Q1 — sorted by position size

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 10.17% SOL Capital Management CO 3Y 7Y 8.7% STOLZ & ASSOCIATES, PS 7.43% Verum Partners LLC 3Y 6.76% DDFG, Inc 3Y 6.2% Peak Wealth Management LLC 6.02% Roberts Financial Services LLC 3Y 7Y 5.94% Henderson Brothers Financial Partners, LLC 5.84% Madson Wealth Advisors Inc 5.76% Snider Financial Group 3Y 5.08%

FAQ About CERTIOR FINANCIAL GROUP, LLC and GOVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CERTIOR FINANCIAL GROUP, LLC reported owning GOVT?

CERTIOR FINANCIAL GROUP, LLC reported GOVT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GOVT position in CERTIOR FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for GOVT was 0.89% in 2024 Q4.

What is the latest reported GOVT position on this page?

The most recent filing on this page is 2026 Q1, when CERTIOR FINANCIAL GROUP, LLC reported 43,465 shares, equal to 0.63% of portfolio, with an estimated market value of $996K.

What does the chart on this GOVT ownership page compare?

The chart compares CERTIOR FINANCIAL GROUP, LLC's quarterly GOVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CERTIOR FINANCIAL GROUP, LLC time their GOVT position?

Based on 13F filing dates vs. subsequent GOVT price moves, CERTIOR FINANCIAL GROUP, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on GOVT relative to SPY over the holding period was -9.4%.

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