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Patten & Patten’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Patten & Patten’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
Q1 		$1.65M Hold
14,964
– – 0.1% 144
2025
Q4 		$1.65M Sell
14,964
-1,358
-8% -$150K 0.1% 146
2025
Q3 		$1.8M Buy
+16,322
New +$1.8M 0.11% 138
2024
Q2 		– Sell
-2,125
Closed -$235K – 312
2024
Q1 		$235K Buy
+2,125
New +$234K 0.02% 284

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Patten & Patten's SHV Position: Q1 2026 in Review

Patten & Patten held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q1 2026 at 14,964 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #144.

Patten & Patten first reported a position in SHV in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.8M in Q3 2025. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Patten & Patten held 14,964 shares of iShares 0-1 Year Treasury Bond ETF worth $1.65M as of Q1 2026.
  • Patten & Patten left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 0.1% of Patten & Patten's portfolio in Q1 2026, its #144 holding.
  • Patten & Patten first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Patten & Patten's iShares 0-1 Year Treasury Bond ETF position peaked at $1.8M in Q3 2025.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.