Centerpoint Advisors
SHY icon

Centerpoint Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Centerpoint Advisors’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
Q3 		$95K Hold
1,169
– – 0.03% 138
2026
Q2 		$96K Sell
1,169
-65
-5% -$5.34K 0.03% 124
2026
Q1 		$102K Buy
1,234
+109
+10% +$9.02K 0.03% 115
2025
Q4 		$93K Hold
1,125
– – 0.03% 123
2025
Q3 		$93K Hold
1,125
– – 0.03% 126
2025
Q2 		$93K Hold
1,125
– – 0.03% 120
2025
Q1 		$93K Buy
1,125
+4
+0.4% +$329 0.03% 126
2024
Q4 		$92K Buy
1,121
+86
+8% +$7.07K 0.03% 130
2024
Q3 		$86K Sell
1,035
-412
-28% -$34K 0.03% 133
2024
Q2 		$118K Buy
1,447
+18
+1% +$1.46K 0.04% 114
2024
Q1 		$117K Buy
1,429
+778
+120% +$63.7K 0.04% 110
2023
Q4 		$53K Hold
651
– – 0.02% 149
2023
Q3 		$53K Hold
651
– – 0.02% 148
2023
Q2 		$53K Sell
651
-406
-38% -$33.2K 0.02% 158
2023
Q1 		$87K Buy
1,057
+326
+45% +$26.6K 0.04% 131
2022
Q4 		$59K Buy
731
+281
+62% +$22.8K 0.03% 134
2022
Q3 		$37K Sell
450
-50
-10% -$4.12K 0.02% 147
2022
Q2 		$41K Hold
500
– – 0.02% 151
2022
Q1 		$42K Sell
500
-181
-27% -$15.3K 0.02% 159
2021
Q4 		$58K Hold
681
– – 0.03% 126
2021
Q3 		$59K Buy
681
+95
+16% +$8.19K 0.03% 120
2021
Q2 		$50K Buy
586
+131
+29% +$11.3K 0.02% 130
2021
Q1 		$39K Sell
455
-117
-20% -$10.1K 0.02% 112
2020
Q4 		$49K Buy
+572
New +$49.4K 0.03% 101

Other funds holding SHY

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Centerpoint Advisors's SHY Position: Q3 2026 in Review

Centerpoint Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2026 at 1,169 shares worth $95K. The position accounts for 0.03% of the portfolio, ranked #138.

Centerpoint Advisors first reported a position in SHY in Q4 2020 and has held it in 24 quarters since. The position peaked at $118K in Q2 2024. 756 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Centerpoint Advisors held 1,169 shares of iShares 1-3 Year Treasury Bond ETF worth $95K as of Q3 2026.
  • Centerpoint Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Centerpoint Advisors's portfolio in Q3 2026, its #138 holding.
  • Centerpoint Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Centerpoint Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $118K in Q2 2024.
  • 756 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.