A detailed history of Centurion Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Centurion Wealth Management LLC holds 4,039 shares of SHY stock, worth $331,319. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,039
Previous 5,460 26.03%
Holding current value
$331,319
Previous $447 Million 24.8%
% of portfolio
0.11%
Previous 0.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$81.31 - $83.29 $115,541 - $118,355
-1,421 Reduced 26.03%
4,039 $336 Million
Q1 2024

Apr 29, 2024

SELL
$81.49 - $82.34 $77,252 - $78,058
-948 Reduced 14.79%
5,460 $447 Million
Q4 2023

Jan 24, 2024

BUY
$80.62 - $82.04 $2,741 - $2,789
34 Added 0.53%
6,408 $526 Million
Q3 2023

Oct 31, 2023

SELL
$80.71 - $81.38 $15,334 - $15,462
-190 Reduced 2.89%
6,374 $516 Million
Q2 2023

Jul 21, 2023

SELL
$81.05 - $82.41 $40,038 - $40,710
-494 Reduced 7.0%
6,564 $532 Million
Q1 2023

May 10, 2023

BUY
$80.51 - $82.52 $238,470 - $244,424
2,962 Added 72.31%
7,058 $580 Million
Q4 2022

Feb 23, 2023

BUY
$80.6 - $81.52 $26,839 - $27,146
333 Added 8.85%
4,096 $332 Million
Q4 2022

Feb 02, 2023

BUY
$80.6 - $81.52 $303,297 - $306,759
3,763 New
3,763 $305 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Centurion Wealth Management LLC Portfolio

Follow Centurion Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centurion Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centurion Wealth Management LLC with notifications on news.