CF
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Centaurus Financial's SHV Position: Q1 2026 in Review

Centaurus Financial increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 23% in Q1 2026, buying an estimated $331K and bringing the position to 16,343 shares worth $1.8M. The position accounts for 0.09% of the portfolio, ranked #220.

Centaurus Financial first reported a position in SHV in Q2 2018 and has held it in 16 quarters since. The position peaked at $4.24M in Q1 2023. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Centaurus Financial held 16,343 shares of iShares 0-1 Year Treasury Bond ETF worth $1.8M as of Q1 2026.
  • Centaurus Financial bought 3,004 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $331K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.09% of Centaurus Financial's portfolio in Q1 2026, its #220 holding.
  • Centaurus Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and has held it in 16 quarters since.
  • Centaurus Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $4.24M in Q1 2023.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.