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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
Q2 		$7.57M Buy
92,161
+8,809
+11% +$724K 0.4% 62
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Patten & Patten increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q2 2026, buying an estimated $724K and bringing the position to 92,161 shares worth $7.57M. The position accounts for 0.4% of the portfolio, ranked #62.

Patten & Patten first reported a position in SHY in Q1 2024 and has held it in 10 quarters since. 1,209 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Patten & Patten held 92,161 shares of iShares 1-3 Year Treasury Bond ETF worth $7.57M as of Q2 2026.
  • Patten & Patten bought 8,809 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $724K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.4% of Patten & Patten's portfolio in Q2 2026, its #62 holding.
  • Patten & Patten first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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