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Patton Fund Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Patton Fund Management’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 		$4M Buy
36,222
+1,067
+3% +$118K 0.86% 43
2026
Q1 		$3.88M Buy
35,155
+820
+2% +$90.4K 0.66% 32
2025
Q4 		$3.78M Buy
34,335
+762
+2% +$84K 0.51% 77
2025
Q3 		$3.71M Buy
33,573
+246
+0.7% +$27.1K 0.67% 34
2025
Q2 		$3.68M Sell
33,327
-1,723
-5% -$190K 0.81% 15
2025
Q1 		$3.87M Sell
35,050
-347
-1% -$38.3K 0.94% 44
2024
Q4 		$3.9M Sell
35,397
-3,509
-9% -$387K 0.76% 64
2024
Q3 		$4.3M Buy
38,906
+3,719
+11% +$410K 0.89% 55
2024
Q2 		$3.89M Buy
35,187
+2,366
+7% +$261K 0.82% 63
2024
Q1 		$3.63M Buy
32,821
+1,487
+5% +$164K 0.66% 74
2023
Q4 		$3.45M Sell
31,334
-1,086
-3% -$120K 0.77% 51
2023
Q3 		$3.58M Buy
32,420
+3,649
+13% +$402K 0.97% 22
2023
Q2 		$3.18M Sell
28,771
-5,630
-16% -$621K 0.93% 40
2023
Q1 		$3.8M Buy
34,401
+8,313
+32% +$916K 1.08% 14
2022
Q4 		$2.87M Sell
26,088
-134
-0.5% -$14.7K 0.84% 23
2022
Q3 		$2.88M Sell
26,222
-1,239
-5% -$136K 1.17% 13
2022
Q2 		$3.02M Buy
27,461
+2,693
+11% +$297K 1.13% 12
2022
Q1 		$2.73M Sell
24,768
-8,994
-27% -$992K 0.75% 57
2021
Q4 		$3.73M Buy
33,762
+21,685
+180% +$2.39M 1.13% 23
2021
Q3 		$1.33M Buy
12,077
+303
+3% +$33.5K 0.51% 62
2021
Q2 		$1.3M Sell
11,774
-1,434
-11% -$158K 0.69% 53
2021
Q1 		$1.46M Sell
13,208
-6,107
-32% -$675K 0.78% 34
2020
Q4 		$2.13M Buy
19,315
+7,551
+64% +$835K 1.08% 21
2020
Q3 		$1.3M Buy
11,764
+695
+6% +$76.9K 0.71% 62
2020
Q2 		$1.23M Buy
11,069
+10
+0.1% +$1.11K 0.71% 51
2020
Q1 		$1.23M Buy
11,059
+4,113
+59% +$455K 0.76% 42
2019
Q4 		$767K Buy
6,946
+1,072
+18% +$119K 0.27% 74
2019
Q3 		$650K Buy
5,874
+814
+16% +$90K 0.26% 76
2019
Q2 		$560K Buy
+5,060
New +$559K 0.22% 65

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Patton Fund Management's SHV Position: Q2 2026 in Review

Patton Fund Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3% in Q2 2026, buying an estimated $118K and bringing the position to 36,222 shares worth $4M. The position accounts for 0.86% of the portfolio, ranked #43.

Patton Fund Management first reported a position in SHV in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.3M in Q3 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Patton Fund Management held 36,222 shares of iShares 0-1 Year Treasury Bond ETF worth $4M as of Q2 2026.
  • Patton Fund Management bought 1,067 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $118K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.86% of Patton Fund Management's portfolio in Q2 2026, its #43 holding.
  • Patton Fund Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Patton Fund Management's iShares 0-1 Year Treasury Bond ETF position peaked at $4.3M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.