Patton Fund Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Patton Fund Management’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
2024 Q4	–	Sell	-7,875	Closed	-$655K	–	92
2024 Q3	$655K	Buy	7,875 +108	+1%	+$8.91K	0.14%	74
2024 Q2	$634K	Buy	7,767 +140	+2%	+$11.4K	0.13%	77
2024 Q1	$624K	Buy	7,627 +381	+5%	+$31.2K	0.11%	80
2023 Q4	$594K	Sell	7,246 -437	-6%	-$35.5K	0.13%	62
2023 Q3	$622K	Hold	7,683	–	–	0.17%	68
2023 Q2	$623K	Sell	7,683 -319	-4%	-$26.1K	0.18%	69
2023 Q1	$657K	Hold	8,002	–	–	0.19%	70
2022 Q4	$650K	Sell	8,002 -207	-3%	-$16.8K	0.19%	87
2022 Q3	$667K	Buy	+8,209	New	+$676K	0.27%	72
2021 Q2	–	Sell	-8,550	Closed	-$737K	–	101
2021 Q1	$737K	Hold	8,550	–	–	0.39%	79
2020 Q4	$739K	Buy	+8,550	New	+$739K	0.37%	73

Other funds holding SHY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Patton Fund Management's SHY Position: Q4 2024 in Review

Patton Fund Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 7,875 shares — an estimated $655K sold.

Patton Fund Management first reported a position in SHY in Q4 2020 and held it in 11 quarters. The position peaked at $739K in Q4 2020. 1,174 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Patton Fund Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Patton Fund Management sold 7,875 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $655K.
Patton Fund Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 11 quarters.
Patton Fund Management's iShares 1-3 Year Treasury Bond ETF position peaked at $739K in Q4 2020.
1,174 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Patton Fund Management's 13F filing for Q4 2024, filed 23 Jan 2025.