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PTP
Platform Technology Partners’s
iShares 1-3 Year Treasury Bond ETF
SHY
Stock Holding History
Platform Technology Partners’s Portfolio
SHY Stock Details
SHY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.2M
Sell
14,582
-1,457
-9%
-$121K
0.23%
101
2025
Q4
$1.33M
Sell
16,039
-3,240
-17%
-$269K
0.28%
81
2025
Q3
$1.6M
Sell
19,279
-2,163
-10%
-$179K
0.38%
68
2025
Q2
$1.78M
Sell
21,442
-1,220
-5%
-$101K
0.46%
60
2025
Q1
$1.87M
Sell
22,662
-1,658
-7%
-$136K
0.55%
49
2024
Q4
$1.99M
Sell
24,320
-6,771
-22%
-$557K
0.6%
41
2024
Q3
$2.59M
Sell
31,091
-4,651
-13%
-$384K
0.81%
34
2024
Q2
$2.92M
Buy
+35,742
New
+$2.91M
1%
20
2023
Q4
$3.51M
Sell
42,882
-8,789
-17%
-$714K
1.36%
11
2023
Q3
$4.18M
Sell
51,671
-2,356
-4%
-$191K
1.96%
6
2023
Q2
$4.37M
Buy
54,027
+1,155
+2%
+$94.4K
2.06%
5
2023
Q1
$4.34M
Sell
52,872
-2,201
-4%
-$179K
2.15%
5
2022
Q4
$4.47M
Buy
+55,073
New
+$4.47M
2.31%
4
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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