iShares Trust - iShares 20+ Year Treasury Bond ETF
GB ˙ LSE ˙ US4642874329
85,57 $ ↑0,33 (0,39%)
2026-06-04
DEL PRIS
SecurityGB:0JFU / iShares Trust - iShares 20+ Year Treasury Bond ETF
InstitutionPatten Group, Inc.
Latest Disclosed Ownership8,275 shares
Latest Disclosed Value $ 717,360
Patten Group, Inc. reports 10.18% decrease in ownership of 0JFU / iShares Trust - iShares 20+ Year Treasury Bond ETF

On April 24, 2026 - Patten Group, Inc. filed a 13F-HR form disclosing ownership of 8,275 shares of iShares Trust - iShares 20+ Year Treasury Bond ETF (GB:0JFU) valued at $719,421 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 9,213 shares of iShares Trust - iShares 20+ Year Treasury Bond ETF. This represents a change in shares of -10.18% during the quarter. The current value of the position is $708,092 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 8,275 -938 -10.18 717 -10.71 0.1247
2026-01-23 2025-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 9,213 9,213 803 0.1485
2021-04-22 2021-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 0 -3,348 -100.00 0 -100.00
2021-02-02 2020-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 3,348 -484 -12.63 528 -15.65 0.1425
2020-10-19 2020-09-30 13F ISHARES TR 20 YR TR BD ETF 464287432 3,832 18 0.47 626 0.16 0.2442
2020-07-20 2020-06-30 13F ISHARES TR 20 YR TR BD ETF 464287432 3,814 288 8.17 625 7.39 0.2689
2020-04-16 2020-03-31 13F ISHARES TR 20 YR TR BD ETF 464287432 3,526 1,700 93.10 582 135.63 0.3010
2020-01-14 2019-12-31 13F ISHARES TR 20 YR TR BD ETF 464287432 1,826 1,826 247 0.0921
2019-05-14 2019-03-31 13F Ishares 20 Plus Year Treasury Bond Etf EF 464287432 0 -400 -100.00 0 -100.00
2019-02-12 2018-12-31 13F Ishares 20 Plus Year Treasury Bond Etf EF 464287432 400 55 15.94 49 22.50 0.0232
2018-11-14 2018-09-30 13F Ishares 20 Plus Year Treasury Bond Etf EF 464287432 345 -65 -15.85 40 -20.00 0.0153
2018-08-13 2018-06-30 13F Ishares 20 Plus Year Treasury Bond Etf EF 464287432 410 0 0.00 50 0.00 0.0200
2018-05-11 2018-03-31 13F Ishares 20 Plus Year Treasury Bond Etf EF 464287432 410 -132 -24.35 50 -27.54 0.0205
2018-02-02 2017-12-31 13F Ishares 20 Plus Year Treasury Bond Etf EF 464287432 542 41 8.18 69 11.29 0.0273
2017-12-12 2017-09-30 13F/A-1 Ishares 20 Plus Year Treasury Bond Etf EF 464287432 501 21 4.38 62 3.33 0.0251
2017-11-14 2017-09-30 13F Ishares 20 Plus Year Treasury Bond Etf EF 464287432 62,225 61,745 62 25,081.6164
2017-08-14 2017-06-30 13F Ishares 20 Plus Year Treasury Bond Etf EF 464287432 480 -14 -2.83 60 0.00 0.0243
2017-05-30 2017-03-31 13F Ishares 20 Plus Year Treasury Bond Etf EF 464287432 494 0 0.00 60 1.69 0.0260
2017-02-10 2016-12-31 13F Ishares 20 Plus Year Treasury Bond Etf EF 464287432 494 2 0.41 59 -9.23 0.0265
2016-11-14 2016-09-30 13F Ishares 20 Plus Year Treasury Bond Etf EF 464287432 492 1 0.20 66 -4.41 0.0308
2016-08-15 2016-06-30 13F Ishares 20 Plus Year Treasury Bond Etf EF 464287432 491 40 8.87 68 17.24 0.0320
2016-05-13 2016-03-31 13F iShares 20+ Year Treasury Bond EF 464287432 451 1 0.22 59 7.41 0.0280
2016-02-17 2015-12-31 13F iShares 20+ Year Treasury Bond EF 464287432 450 0 0.00 54 -1.82 0.0261
2015-11-16 2015-09-30 13F iShares 20+ Year Treasury Bond EF 464287432 450 0 0.00 56 5.77 0.0286
2015-08-24 2015-06-30 13F iShares 20+ Year Treasury Bond EF 464287432 450 450 53 0.0251
2015-05-06 2015-03-31 13F ISHARES TR 20+ YR TR BD ETF 464287432 0 -550 -100.00 0 -100.00
2015-02-18 2014-12-31 13F ISHARES TR 20+ YR TR BD ETF 464287432 550 550 69 0.0335
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.