iShares Trust - iShares 1-3 年期公債 ETF
US ˙ NasdaqGM ˙ US4642874576

SecuritySHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
InstitutionCapital Analysts, Inc.
Latest Disclosed Ownership32,155 shares
Latest Disclosed Value $ 2,655
Capital Analysts, Inc. reports 33.53% increase in ownership of SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF

On May 14, 2026 - Capital Analysts, Inc. filed a 13F-HR form disclosing ownership of 32,155 shares of iShares Trust - iShares 1-3 Year Treasury Bond ETF (US:SHY) valued at $2,655,038 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 15, 2026 disclosing 24,081 shares of iShares Trust - iShares 1-3 Year Treasury Bond ETF. This represents a change in shares of 33.53% during the quarter. The current value of the position is $2,637,675 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)
2026-05-14 2026-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 32,155 8,074 33.53 3 100.00 0.0698
2026-05-15 2025-12-31 13F/A-2 ISHARES TR 1 3 YR TREAS BD 464287457 24,081 -12,722 -34.57 2 -66.67 1.8006
2026-05-15 2025-12-31 13F/A-1 ISHARES TR 1 3 YR TREAS BD 464287457 5,879 -30,924 0 0.0110
2026-02-11 2025-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 5,879 -30,924 0 0.0148
2025-11-14 2025-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 36,803 5,552 17.77 3 50.00 0.0891
2025-08-13 2025-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 31,251 -1,042 -3.23 3 0.00 0.0863
2025-05-14 2025-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 32,293 12,875 66.30 3 100.00 0.0997
2025-02-14 2024-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 19,418 -4,663 -19.36 2 -50.00 0.0639
2024-11-13 2024-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 24,081 1,852 8.33 2 100.00 0.0816
2024-08-14 2024-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 22,229 18,089 436.93 2 0.0802
2024-05-14 2024-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 4,140 -3,087 -42.71 0 0.0158
2024-01-30 2023-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 7,227 1,440 24.88 1 0.0299
2023-11-13 2023-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 5,787 -8,530 -59.58 0 -100.00 0.0261
2023-08-11 2023-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 14,317 -84,112 -85.45 1 -87.50 0.0645
2023-05-05 2023-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 98,429 94,611 2,478.03 8 0.4626
2023-02-08 2022-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 3,818 -21,052 -84.65 0 -100.00 0.0189
2022-11-14 2022-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 24,870 -24,391 -49.51 2 -50.00 0.1392
2022-08-12 2022-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 49,261 49,261 4 0.2835
2020-05-08 2020-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 0 -599 -100.00 0 -100.00
2020-02-12 2019-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 599 4 0.67 51 2.00 0.0050
2019-11-12 2019-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 595 3 0.51 50 0.00 0.0053
2019-08-13 2019-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 592 4 0.68 50 2.04 0.0054
2019-05-13 2019-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 588 588 49 0.0057
2017-11-06 2017-09-30 13F ISHARES TR 1-3 YR BD ETF 464287457 0 -541 -100.00 0 -100.00
2017-08-08 2017-06-30 13F ISHARES TR 1-3 YR BD ETF 464287457 541 541 46 0.0065
2016-05-13 2016-03-31 13F ISHARES 1-3 YR TR BD ETF 464287457 0 -596 -100.00 0 -100.00
2016-02-16 2015-12-31 13F ISHARES 1-3 YR TR BD ETF 464287457 596 0 0.00 50 0.00 0.0102
2015-11-13 2015-09-30 13F ISHARES 1-3 YR TR BD ETF 464287457 596 0 0.00 51 0.00 0.0097
2015-08-14 2015-06-30 13F ISHARES 1-3 YR TR BD ETF 464287457 596 596 51 0.0103
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.