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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Sell
14,386
-196
-1% -$16.1K 0.19% 108
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
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

Platform Technology Partners's SHY Position: Q2 2026 in Review

Platform Technology Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.3% in Q2 2026, selling an estimated $16.1K and leaving 14,386 shares worth $1.18M. The position accounts for 0.19% of the portfolio, ranked #108.

Platform Technology Partners first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.47M in Q4 2022. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Platform Technology Partners held 14,386 shares of iShares 1-3 Year Treasury Bond ETF worth $1.18M as of Q2 2026.
  • Platform Technology Partners sold 196 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $16.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.19% of Platform Technology Partners's portfolio in Q2 2026, its #108 holding.
  • Platform Technology Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Platform Technology Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $4.47M in Q4 2022.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.