Platform Technology Partners
SHY icon

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
Q3 		$1.16M Sell
14,286
-100
-0.7% -$8.18K 0.18% 107
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Platform Technology Partners's SHY Position: Q3 2026 in Review

Platform Technology Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.7% in Q3 2026, selling an estimated $8.18K and leaving 14,286 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #107.

Platform Technology Partners first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.47M in Q4 2022. 746 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Platform Technology Partners held 14,286 shares of iShares 1-3 Year Treasury Bond ETF worth $1.16M as of Q3 2026.
  • Platform Technology Partners sold 100 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $8.18K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.18% of Platform Technology Partners's portfolio in Q3 2026, its #107 holding.
  • Platform Technology Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Platform Technology Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $4.47M in Q4 2022.
  • 746 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Platform Technology Partners's 13F filing for Q3 2026, filed 2 Nov 2026.