PIMG
SHY icon

Patriot Investment Management Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Patriot Investment Management Group’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 		$6.93M Sell
84,438
-1,364
-2% -$112K 0.4% 36
2026
Q1 		$7.08M Buy
85,802
+775
+0.9% +$64.2K 0.45% 36
2025
Q4 		$7.04M Sell
85,027
-3,070
-3% -$254K 0.45% 34
2025
Q3 		$7.31M Buy
88,097
+822
+0.9% +$68K 0.48% 32
2025
Q2 		$7.23M Buy
87,275
+1,674
+2% +$138K 0.5% 31
2025
Q1 		$7.08M Buy
85,601
+399
+0.5% +$32.8K 0.53% 32
2024
Q4 		$6.98M Buy
85,202
+2,474
+3% +$203K 0.52% 32
2024
Q3 		$6.88M Buy
82,728
+675
+0.8% +$55.7K 0.51% 34
2024
Q2 		$6.7M Sell
82,053
-6,051
-7% -$492K 0.52% 36
2024
Q1 		$7.21M Buy
88,104
+5,484
+7% +$449K 0.57% 33
2023
Q4 		$6.78M Buy
82,620
+19,757
+31% +$1.61M 0.58% 33
2023
Q3 		$5.09M Sell
62,863
-4,842
-7% -$392K 0.47% 39
2023
Q2 		$5.49M Buy
67,705
+6,716
+11% +$549K 0.46% 40
2023
Q1 		$5.01M Buy
60,989
+3,504
+6% +$286K 0.44% 39
2022
Q4 		$4.7M Buy
57,485
+9,973
+21% +$809K 0.41% 41
2022
Q3 		$3.86M Buy
47,512
+12,819
+37% +$1.05M 0.4% 42
2022
Q2 		$2.87M Buy
34,693
+2,299
+7% +$191K 0.28% 49
2022
Q1 		$2.7M Sell
32,394
-5,840
-15% -$494K 0.23% 53
2021
Q4 		$3.27M Buy
38,234
+1,628
+4% +$140K 0.28% 46
2021
Q3 		$3.15M Buy
36,606
+2,806
+8% +$242K 0.28% 46
2021
Q2 		$2.91M Buy
33,800
+2,093
+7% +$181K 0.27% 49
2021
Q1 		$2.73M Buy
31,707
+4,704
+17% +$406K 0.27% 50
2020
Q4 		$2.33M Buy
27,003
+1,381
+5% +$119K 0.35% 39
2020
Q3 		$2.22M Sell
25,622
-3,377
-12% -$292K 0.26% 53
2020
Q2 		$2.51M Buy
28,999
+363
+1% +$31.4K 0.32% 49
2020
Q1 		$2.48M Buy
28,636
+1,013
+4% +$86.5K 0.38% 47
2019
Q4 		$2.34M Sell
27,623
-2,159
-7% -$183K 0.3% 49
2019
Q3 		$2.53M Hold
29,782
– – 0.35% 45
2019
Q2 		$2.52M Buy
29,782
+1,483
+5% +$125K 0.35% 45
2019
Q1 		$2.38M Buy
+28,299
New +$2.37M 0.35% 45

Other funds holding SHY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Patriot Investment Management Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.6% in Q2 2026, selling an estimated $112K and leaving 84,438 shares worth $6.93M. The position accounts for 0.4% of the portfolio, ranked #36.

Patriot Investment Management Group first reported a position in SHY in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.31M in Q3 2025. 481 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Patriot Investment Management Group held 84,438 shares of iShares 1-3 Year Treasury Bond ETF worth $6.93M as of Q2 2026.
  • Patriot Investment Management Group sold 1,364 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $112K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.4% of Patriot Investment Management Group's portfolio in Q2 2026, its #36 holding.
  • Patriot Investment Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $7.31M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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