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Centaurus Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Centaurus Financial’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Buy
2,604
+165
+7% +$13.7K 0.01% 794
2025
Q4 		$202K Buy
2,439
+301
+14% +$25K 0.01% 796
2025
Q3 		$177K Buy
+2,138
New +$177K 0.01% 835
2024
Q3 		– Sell
-1,344
Closed -$110K – 871
2024
Q2 		$110K Sell
1,344
-57
-4% -$4.64K 0.01% 765
2024
Q1 		$115K Sell
1,401
-1,162
-45% -$95.1K 0.01% 734
2023
Q4 		$210K Sell
2,563
-22,839
-90% -$1.86M 0.02% 585
2023
Q3 		$2.06M Buy
25,402
+21,407
+536% +$1.73M 0.18% 130
2023
Q2 		$324K Sell
3,995
-1,864
-32% -$152K 0.03% 442
2023
Q1 		$481K Sell
5,859
-24,432
-81% -$1.99M 0.04% 403
2022
Q4 		$2.46M Sell
30,291
-9,174
-23% -$744K 0.23% 115
2022
Q3 		$3.21M Buy
39,465
+35,220
+830% +$2.9M 0.31% 77
2022
Q2 		$351K Buy
4,245
+1,286
+43% +$107K 0.03% 457
2022
Q1 		$247K Buy
2,959
+217
+8% +$18.3K 0.02% 600
2021
Q4 		$235K Sell
2,742
-5,274
-66% -$452K 0.02% 632
2021
Q3 		$691K Sell
8,016
-140
-2% -$12.1K 0.06% 343
2021
Q2 		$703K Sell
8,156
-106
-1% -$9.14K 0.06% 339
2021
Q1 		$713K Sell
8,262
-327
-4% -$28.2K 0.07% 296
2020
Q4 		$742K Sell
8,589
-151
-2% -$13K 0.08% 286
2020
Q3 		$756K Buy
8,740
+1,811
+26% +$157K 0.1% 215
2020
Q2 		$600K Buy
6,929
+5,721
+474% +$495K 0.09% 248
2020
Q1 		$105K Buy
+1,208
New +$103K 0.02% 481
2019
Q2 		– Sell
-959
Closed -$11.4K – 631
2019
Q1 		$11.4K Buy
+959
New +$80.3K 0.07% 239
2018
Q3 		– Sell
-3,292
Closed -$274K – 1791
2018
Q2 		$274K Buy
3,292
+1,709
+108% +$142K 0.04% 439
2018
Q1 		$132K Buy
+1,583
New +$132K 0.03% 397

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Centaurus Financial's SHY Position: Q1 2026 in Review

Centaurus Financial increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.8% in Q1 2026, buying an estimated $13.7K and bringing the position to 2,604 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #794.

Centaurus Financial first reported a position in SHY in Q1 2018 and has held it in 24 quarters since. The position peaked at $3.21M in Q3 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Centaurus Financial held 2,604 shares of iShares 1-3 Year Treasury Bond ETF worth $215K as of Q1 2026.
  • Centaurus Financial bought 165 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $13.7K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #794 holding.
  • Centaurus Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and has held it in 24 quarters since.
  • Centaurus Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $3.21M in Q3 2022.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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