CWM
SHY icon

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
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

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Centurion Wealth Management's SHY Position: Q2 2026 in Review

Centurion Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.5% in Q2 2026, selling an estimated $5.84K and leaving 2,813 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #261.

Centurion Wealth Management first reported a position in SHY in Q4 2022 and has held it in 12 quarters since. The position peaked at $580K in Q1 2023. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Centurion Wealth Management held 2,813 shares of iShares 1-3 Year Treasury Bond ETF worth $231K as of Q2 2026.
  • Centurion Wealth Management sold 71 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.84K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Centurion Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Centurion Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • Centurion Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $580K in Q1 2023.
  • 227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.