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Patriot Investment Management Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Patriot Investment Management Group’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,637
Closed -$291K – 244
2026
Q1 		$291K Sell
2,637
-298
-10% -$32.9K 0.02% 204
2025
Q4 		$323K Sell
2,935
-151
-5% -$16.6K 0.02% 198
2025
Q3 		$341K Sell
3,086
-143
-4% -$15.8K 0.02% 192
2025
Q2 		$357K Sell
3,229
-379
-11% -$41.8K 0.02% 185
2025
Q1 		$399K Sell
3,608
-491
-12% -$54.2K 0.03% 172
2024
Q4 		$451K Sell
4,099
-147
-3% -$16.2K 0.03% 165
2024
Q3 		$470K Buy
4,246
+122
+3% +$13.5K 0.03% 166
2024
Q2 		$456K Sell
4,124
-302
-7% -$33.3K 0.04% 167
2024
Q1 		$489K Sell
4,426
-273
-6% -$30.1K 0.04% 160
2023
Q4 		$518K Buy
4,699
+1,032
+28% +$114K 0.04% 157
2023
Q3 		$405K Buy
3,667
+1,677
+84% +$185K 0.04% 173
2023
Q2 		$220K Buy
+1,990
New +$219K 0.02% 227
2023
Q1 		– Sell
-1,102
Closed -$121K – 361
2022
Q4 		$121K Sell
1,102
-1,193
-52% -$131K 0.01% 267
2022
Q3 		$252K Sell
2,295
-254
-10% -$27.9K 0.03% 212
2022
Q2 		$280K Sell
2,549
-588
-19% -$64.8K 0.03% 205
2022
Q1 		$345K Sell
3,137
-740
-19% -$81.6K 0.03% 206
2021
Q4 		$428K Sell
3,877
-260
-6% -$28.7K 0.04% 190
2021
Q3 		$457K Buy
4,137
+354
+9% +$39.1K 0.04% 179
2021
Q2 		$418K Buy
3,783
+804
+27% +$88.8K 0.04% 186
2021
Q1 		$329K Buy
2,979
+355
+14% +$39.2K 0.03% 193
2020
Q4 		$290K Buy
+2,624
New +$290K 0.04% 154
2020
Q3 		– Sell
-751
Closed -$83.2K – 564
2020
Q2 		$83.2K Buy
+751
New +$83.2K 0.01% 282

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Patriot Investment Management Group's SHV Position: Q2 2026 in Review

Patriot Investment Management Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026, closing a stake of 2,637 shares — an estimated $291K sold.

Patriot Investment Management Group first reported a position in SHV in Q2 2020 and held it in 22 quarters. The position peaked at $518K in Q4 2023. 255 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Patriot Investment Management Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Investment Management Group sold 2,637 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $291K.
  • Patriot Investment Management Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 22 quarters.
  • Patriot Investment Management Group's iShares 0-1 Year Treasury Bond ETF position peaked at $518K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.