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Centaurus Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Centaurus Financial’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.98M Buy
17,948
+1,605
+10% +$177K 0.08% 256
2026
Q1 		$1.8M Buy
16,343
+3,004
+23% +$331K 0.09% 220
2025
Q4 		$1.47M Buy
13,339
+6,055
+83% +$668K 0.07% 259
2025
Q3 		$805K Sell
7,284
-1,428
-16% -$157K 0.04% 386
2025
Q2 		$962K Buy
8,712
+3,272
+60% +$361K 0.06% 313
2025
Q1 		$601K Sell
5,440
-2,105
-28% -$232K 0.04% 404
2024
Q4 		$831K Buy
7,545
+1,015
+16% +$112K 0.05% 303
2024
Q3 		$722K Sell
6,530
-400
-6% -$44.1K 0.05% 333
2024
Q2 		$766K Hold
6,930
– – 0.05% 291
2024
Q1 		$766K Hold
6,930
– – 0.05% 287
2023
Q4 		$763K Buy
6,930
+563
+9% +$62.1K 0.06% 284
2023
Q3 		$703K Sell
6,367
-26,666
-81% -$2.94M 0.06% 298
2023
Q2 		$3.65M Sell
33,033
-5,308
-14% -$585K 0.32% 76
2023
Q1 		$4.24M Buy
+38,341
New +$4.22M 0.34% 70
2020
Q3 		– Sell
-2,537
Closed -$281K – 698
2020
Q2 		$281K Sell
2,537
-1,665
-40% -$184K 0.04% 356
2020
Q1 		$467K Buy
+4,202
New +$465K 0.09% 217
2018
Q3 		– Sell
-40
Closed -$4K – 1790
2018
Q2 		$4K Buy
+40
New +$4.41K ﹤0.01% 1877

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Centaurus Financial's SHV Position: Q2 2026 in Review

Centaurus Financial increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 9.8% in Q2 2026, buying an estimated $177K and bringing the position to 17,948 shares worth $1.98M. The position accounts for 0.08% of the portfolio, ranked #256.

Centaurus Financial first reported a position in SHV in Q2 2018 and has held it in 17 quarters since. The position peaked at $4.24M in Q1 2023. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Centaurus Financial held 17,948 shares of iShares 0-1 Year Treasury Bond ETF worth $1.98M as of Q2 2026.
  • Centaurus Financial bought 1,605 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $177K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of Centaurus Financial's portfolio in Q2 2026, its #256 holding.
  • Centaurus Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 17 quarters since.
  • Centaurus Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $4.24M in Q1 2023.
  • 722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.