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 Q2	$1.49M	Sell	13,464 -1,500	-10%	-$165K	0.08%	151
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Patten & Patten's SHV Position: Q2 2026 in Review

Patten & Patten reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 10% in Q2 2026, selling an estimated $165K and leaving 13,464 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #151.

Patten & Patten first reported a position in SHV in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.8M in Q3 2025. 722 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Patten & Patten held 13,464 shares of iShares 0-1 Year Treasury Bond ETF worth $1.49M as of Q2 2026.
Patten & Patten sold 1,500 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $165K.
iShares 0-1 Year Treasury Bond ETF made up 0.08% of Patten & Patten's portfolio in Q2 2026, its #151 holding.
Patten & Patten first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2024 and has held it in 5 quarters since.
Patten & Patten's iShares 0-1 Year Treasury Bond ETF position peaked at $1.8M in Q3 2025.
722 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.