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Patten Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Patten 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
Q1 		$2.16M Buy
26,215
+1,243
+5% +$103K 0.38% 78
2025
Q4 		$2.07M Sell
24,972
-3,545
-12% -$294K 0.38% 80
2025
Q3 		$2.37M Sell
28,517
-67
-0.2% -$5.54K 0.46% 57
2025
Q2 		$2.37M Buy
28,584
+5,407
+23% +$446K 0.5% 54
2025
Q1 		$1.92M Sell
23,177
-140
-0.6% -$11.5K 0.44% 68
2024
Q4 		$1.91M Buy
23,317
+5,277
+29% +$434K 0.42% 66
2024
Q3 		$1.5M Buy
18,040
+896
+5% +$73.9K 0.33% 90
2024
Q2 		$1.4M Sell
17,144
-142
-0.8% -$11.6K 0.33% 88
2024
Q1 		$1.41M Buy
17,286
+385
+2% +$31.5K 0.35% 86
2023
Q4 		$1.39M Buy
16,901
+4,007
+31% +$326K 0.38% 82
2023
Q3 		$1.04M Buy
12,894
+300
+2% +$24.3K 0.31% 98
2023
Q2 		$1.02M Buy
12,594
+1,726
+16% +$141K 0.15% 104
2023
Q1 		$893K Buy
10,868
+3,048
+39% +$248K 0.27% 111
2022
Q4 		$635K Buy
7,820
+1,067
+16% +$86.6K 0.2% 139
2022
Q3 		$547K Buy
6,753
+1,349
+25% +$111K 0.19% 142
2022
Q2 		$447K Buy
5,404
+607
+13% +$50.4K 0.14% 158
2022
Q1 		$400K Buy
4,797
+641
+15% +$54.2K 0.11% 183
2021
Q4 		$356K Sell
4,156
-59
-1% -$5.06K 0.09% 197
2021
Q3 		$363K Buy
4,215
+465
+12% +$40.1K 0.11% 186
2021
Q2 		$323K Sell
3,750
-15
-0.4% -$1.29K 0.09% 203
2021
Q1 		$325K Sell
3,765
-150
-4% -$12.9K 0.1% 196
2020
Q4 		$338K Sell
3,915
-304
-7% -$26.3K 0.09% 185
2020
Q3 		$365K Buy
4,219
+290
+7% +$25.1K 0.14% 152
2020
Q2 		$340K Buy
3,929
+1,385
+54% +$120K 0.15% 147
2020
Q1 		$220K Buy
+2,544
New +$217K 0.11% 175

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patten Group's SHY Position: Q1 2026 in Review

Patten Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5% in Q1 2026, buying an estimated $103K and bringing the position to 26,215 shares worth $2.16M. The position accounts for 0.38% of the portfolio, ranked #78.

Patten Group first reported a position in SHY in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.37M in Q2 2025. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Patten Group held 26,215 shares of iShares 1-3 Year Treasury Bond ETF worth $2.16M as of Q1 2026.
  • Patten Group bought 1,243 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $103K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.38% of Patten Group's portfolio in Q1 2026, its #78 holding.
  • Patten Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Patten Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.37M in Q2 2025.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.