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

Patten & Patten’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	$6.88M	Sell	83,352 -4,086	-5%	-$338K	0.42%	68
2025 Q4	$7.24M	Buy	87,438 +30,498	+54%	+$2.53M	0.43%	63
2025 Q3	$4.72M	Buy	56,940 +10,964	+24%	+$907K	0.28%	81
2025 Q2	$3.81M	Buy	45,976 +3,504	+8%	+$289K	0.25%	83
2025 Q1	$3.51M	Buy	42,472 +2,434	+6%	+$200K	0.24%	79
2024 Q4	$3.28M	Buy	40,038 +5,279	+15%	+$434K	0.22%	86
2024 Q3	$2.89M	Buy	34,759 +4,688	+16%	+$387K	0.19%	89
2024 Q2	$2.46M	Sell	30,071 -2,585	-8%	-$210K	0.17%	105
2024 Q1	$2.67M	Buy	+32,656	New	+$2.67M	0.19%	97

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Patten & Patten reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.7% in Q1 2026, selling an estimated $338K and leaving 83,352 shares worth $6.88M. The position accounts for 0.42% of the portfolio, ranked #68.

Patten & Patten first reported a position in SHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.24M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Patten & Patten held 83,352 shares of iShares 1-3 Year Treasury Bond ETF worth $6.88M as of Q1 2026.
Patten & Patten sold 4,086 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $338K.
iShares 1-3 Year Treasury Bond ETF made up 0.42% of Patten & Patten's portfolio in Q1 2026, its #68 holding.
Patten & Patten first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Patten & Patten's iShares 1-3 Year Treasury Bond ETF position peaked at $7.24M in Q4 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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