Centurion Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,905
| Closed | -$320K | – | 244 |
|
|
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 | +$336K | 0.11% | 144 |
|
|
2024
Q1 | $447K | Sell |
5,460
-948
| -15% | -$77.5K | 0.18% | 91 |
|
|
2023
Q4 | $526K | Buy |
6,408
+34
| +0.5% | +$2.79K | 0.22% | 75 |
|
|
2023
Q3 | $516K | Sell |
6,374
-190
| -3% | -$15.4K | 0.25% | 68 |
|
|
2023
Q2 | $532K | Sell |
6,564
-494
| -7% | -$40.1K | 0.26% | 67 |
|
|
2023
Q1 | $580K | Buy |
7,058
+2,962
| +72% | +$243K | 0.29% | 63 |
|
|
2022
Q4 | $332K | Buy |
+4,096
| New | +$332K | 0.19% | 101 |
|