iShares US ETF Trust - iShares 단기 채권 액티브 ETF
US ˙ BATS ˙ US46431W5076

SecurityNEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
InstitutionCapital Analysts, Inc.
Latest Disclosed Ownership12,760 shares
Latest Disclosed Value $ 648
Capital Analysts, Inc. reports 2.81% decrease in ownership of NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF

On May 14, 2026 - Capital Analysts, Inc. filed a 13F-HR form disclosing ownership of 12,760 shares of iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF (US:NEAR) valued at $648,655 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 15, 2026 disclosing 13,129 shares of iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF. The current value of the position is $644,252 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 U S ETF TR SHORT DURATION B 46431W507 12,760 -369 -2.81 1 0.0170
2026-05-15 2025-12-31 13F/A-1 ISHARES U S ETF TR SHORT DURATION B 46431W507 13,129 311 2.43 1 0.0192
2026-02-11 2025-12-31 13F ISHARES U S ETF TR SHORT DURATION B 46431W507 13,129 311 1 0.0204
2025-11-14 2025-09-30 13F ISHARES U S ETF TR SHORT DURATION B 46431W507 12,818 -80 -0.62 1 0.0192
2025-08-13 2025-06-30 13F ISHARES U S ETF TR SHORT DURATION B 46431W507 12,898 -418 -3.14 1 0.0220
2025-05-14 2025-03-31 13F ISHARES U S ETF TR SHORT DURATION B 46431W507 13,316 -216 -1.60 1 0.0253
2025-02-14 2024-12-31 13F ISHARES U S ETF TR SHORT DURATION B 46431W507 13,532 13,446 15,634.88 1 0.0274
2024-11-13 2024-09-30 13F ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 86 1 1.18 0 0.0002
2024-08-14 2024-06-30 13F ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 85 1 1.19 0 0.0002
2024-05-14 2024-03-31 13F ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 84 1 1.20 0 0.0002
2024-01-30 2023-12-31 13F ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 83 2 2.47 0 0.0002
2023-11-13 2023-09-30 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 81 0 0.00 0 0.0002
2023-08-11 2023-06-30 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 81 1 1.25 0 0.0002
2023-05-05 2023-03-31 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 80 1 1.27 0 0.0002
2023-02-08 2022-12-31 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 79 -724 -90.16 0 0.0002
2022-11-14 2022-09-30 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 803 0 0.00 0 0.0028
2022-08-12 2022-06-30 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 803 725 929.49 0 0.0028
2022-05-12 2022-03-31 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 78 0 0.00 0 0.0003
2022-02-10 2021-12-31 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 78 0 0.00 0 0.0002
2021-11-04 2021-09-30 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 78 -5 -6.02 0 0.0003
2021-11-15 2021-06-30 13F/A-1 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 83 -2 -2.35 0 0.0003
2021-08-05 2021-06-30 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 83 -2 0 0.0003
2021-05-17 2021-03-31 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 85 -5 -5.56 0 0.0003
2021-02-16 2020-12-31 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 90 -9 -9.09 0 0.0004
2020-11-12 2020-09-30 13F ISHARES U S ETF TR SHT MAT BD ETF 46431W507 99 0 0.00 0 -100.00 0.0005
2020-08-07 2020-06-30 13F ISHARES U S ETF TR SHT MAT BD ETF 46431W507 99 1 1.02 5 0.00 0.0005
2020-05-08 2020-03-31 13F ISHARES U S ETF TR SHT MAT BD ETF 46431W507 98 -49 -33.33 5 -28.57 0.0006
2020-02-12 2019-12-31 13F ISHARES US ETF TR SHT MAT BD ETF 46431W507 147 -15 -9.26 7 -12.50 0.0007
2019-11-12 2019-09-30 13F ISHARES US ETF TR SHT MAT BD ETF 46431W507 162 1 0.62 8 0.00 0.0008
2019-08-13 2019-06-30 13F ISHARES US ETF TR SHT MAT BD ETF 46431W507 161 1 0.62 8 0.00 0.0009
2019-05-13 2019-03-31 13F ISHARES US ETF TR SHT MAT BD ETF 46431W507 160 160 8 0.0009
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.