Centurion Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Centurion Wealth Management’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	$229K	Buy	2,820 +7	+0.2%	+$572	0.06%	254
2026 Q2	$231K	Sell	2,813 -71	-2%	-$5.84K	0.06%	261
2026 Q1	$238K	Buy	2,884 +59	+2%	+$4.88K	0.05%	278
2025 Q4	$234K	Buy	+2,825	New	+$234K	0.05%	268
2025 Q2	–	Sell	-3,905	Closed	-$320K	–	247
2025 Q1	$320K	Hold	3,905	–	–	0.1%	145
2024 Q4	$320K	Sell	3,905 -134	-3%	-$11K	0.1%	145
2024 Q3	$336K	Buy	+4,039	New	+$333K	0.11%	144
2024 Q1	$447K	Sell	5,460 -948	-15%	-$77.6K	0.18%	91
2023 Q4	$526K	Buy	6,408 +34	+0.5%	+$2.76K	0.22%	75
2023 Q3	$516K	Sell	6,374 -190	-3%	-$15.4K	0.25%	68
2023 Q2	$532K	Sell	6,564 -494	-7%	-$40.4K	0.26%	67
2023 Q1	$580K	Buy	7,058 +2,962	+72%	+$241K	0.29%	64
2022 Q4	$332K	Buy	+4,096	New	+$332K	0.19%	101

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Centurion Wealth Management's SHY Position: Q3 2026 in Review

Centurion Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.25% in Q3 2026, buying an estimated $572 and bringing the position to 2,820 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #254.

Centurion Wealth Management first reported a position in SHY in Q4 2022 and has held it in 13 quarters since. The position peaked at $580K in Q1 2023. 382 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Centurion Wealth Management held 2,820 shares of iShares 1-3 Year Treasury Bond ETF worth $229K as of Q3 2026.
Centurion Wealth Management bought 7 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $572.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Centurion Wealth Management's portfolio in Q3 2026, its #254 holding.
Centurion Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Centurion Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $580K in Q1 2023.
382 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.