Centennial Wealth Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Centennial Wealth Advisory’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
2025 Q2	–	Sell	-3,642	Closed	-$402K	–	168
2025 Q1	$402K	Sell	3,642 -393	-10%	-$43.3K	0.15%	94
2024 Q4	$444K	Sell	4,035 -842	-17%	-$92.9K	0.17%	74
2024 Q3	$540K	Sell	4,877 -1,298	-21%	-$143K	0.21%	53
2024 Q2	$682K	Sell	6,175 -1,526	-20%	-$168K	0.3%	41
2024 Q1	$851K	Sell	7,701 -1,976	-20%	-$218K	0.39%	42
2023 Q4	$1.07M	Buy	+9,677	New	+$1.07M	0.55%	30
2022 Q4	–	Sell	-15,894	Closed	-$1.75M	–	124
2022 Q3	$1.75M	Sell	15,894 -790	-5%	-$86.9K	1.03%	24
2022 Q2	$1.84M	Buy	16,684 +5,845	+54%	+$644K	1.03%	28
2022 Q1	$1.2M	Buy	+10,839	New	+$1.2M	0.65%	40
2021 Q2	–	Sell	-21,384	Closed	-$2.36M	–	96
2021 Q1	$2.36M	Buy	+21,384	New	+$2.36M	1.56%	24

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Centennial Wealth Advisory's SHV Position: Q2 2025 in Review

Centennial Wealth Advisory sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 3,642 shares — an estimated $402K sold.

Centennial Wealth Advisory first reported a position in SHV in Q1 2021 and held it in 10 quarters. The position peaked at $2.36M in Q1 2021. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Centennial Wealth Advisory reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Centennial Wealth Advisory sold 3,642 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $402K.
Centennial Wealth Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and held it in 10 quarters.
Centennial Wealth Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $2.36M in Q1 2021.
713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on Centennial Wealth Advisory's 13F filing for Q2 2025, filed 17 Jul 2025.