iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
US ˙ BATS ˙ US46431W5076

SecurityNEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
InstitutionSigma Planning Corp
Latest Disclosed Ownership80,055 shares
Latest Disclosed Value $ 4,069,619
Sigma Planning Corp reports 11.15% increase in ownership of NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 80,055 shares of iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF (US:NEAR) valued at $4,069,596 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 72,023 shares of iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF. This represents a change in shares of 11.15% during the quarter. The current value of the position is $4,049,182 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)
2026-05-04 2026-03-31 13F ISHARES U S ETF TR SHORT DURATION B 46431W507 80,055 8,032 11.15 4,070 10.57 0.1130
2026-01-30 2025-12-31 13F ISHARES U S ETF TR SHORT DURATION B 46431W507 72,023 8,867 14.04 3,680 13.65 0.1016
2025-11-10 2025-09-30 13F ISHARES U S ETF TR SHORT DURATION B 46431W507 63,156 2,574 4.25 3,239 4.62 0.0921
2025-08-05 2025-06-30 13F ISHARES U S ETF TR SHORT DURATION B 46431W507 60,582 -5,326 -8.08 3,096 -7.67 0.0931
2025-05-02 2025-03-31 13F ISHARES U S ETF TR SHORT DURATION B 46431W507 65,908 1,770 2.76 3,353 3.52 0.1069
2025-02-03 2024-12-31 13F ISHARES U S ETF TR SHORT DURATION B 46431W507 64,138 7,433 13.11 3,239 11.46 0.1017
2024-11-04 2024-09-30 13F ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 56,705 11,712 26.03 2,906 28.31 0.0890
2024-08-06 2024-06-30 13F ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 44,993 -2,457 -5.18 2,264 -5.43 0.0718
2024-05-02 2024-03-31 13F ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 47,450 7,935 20.08 2,394 19.94 0.0753
2024-02-01 2023-12-31 13F ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 39,515 18,283 86.11 1,996 88.48 0.1562
2023-11-06 2023-09-30 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 21,232 1,182 5.90 1,059 6.33 0.0397
2023-08-02 2023-06-30 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 20,050 -14,208 -41.47 997 -41.38 0.0358
2023-05-08 2023-03-31 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 34,258 -626 -1.79 1,699 -1.11 0.0565
2023-01-24 2022-12-31 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 34,884 10,541 43.30 1,719 43.29 0.0614
2022-11-10 2022-09-30 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 24,343 3,688 17.86 1,199 17.78 0.0457
2022-08-11 2022-06-30 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 20,655 633 3.16 1,018 2.52 0.0354
2022-04-20 2022-03-31 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 20,022 989 5.20 993 4.42 0.0297
2022-02-02 2021-12-31 13F ISHARES U S ETF TR SHORT MATURITY BD ETF ETF 46431W507 19,033 -2,043 -9.69 951 -10.03 0.0265
2021-10-28 2021-09-30 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 21,076 -6,347 -23.14 1,057 -23.18 0.0318
2021-08-13 2021-06-30 13F ISHARES U S ETF TR SHORT MATURITY BD ETF ETF 46431W507 27,423 -5,462 -16.61 1,376 -16.66 0.0410
2021-05-06 2021-03-31 13F ISHARES U S ETF TR SHORT MATURITY BD ETF ETF 46431W507 32,885 -25,246 -43.43 1,651 -43.38 0.0527
2021-02-09 2020-12-31 13F ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 58,131 -13,113 -18.41 2,916 -18.32 0.0992
2020-11-03 2020-09-30 13F ISHARES U S ETF TR SHT MAT BD ETF 46431W507 71,244 13,206 22.75 3,570 23.02 0.1413
2020-07-31 2020-06-30 13F ISHARES U S ETF TR SHT MAT BD ETF 46431W507 58,038 -366 -0.63 2,902 2.47 0.1274
2020-05-01 2020-03-31 13F ISHARES U S ETF TR SHT MAT BD ETF 46431W507 58,404 -11,924 -16.95 2,832 -19.86 0.1681
2020-02-03 2019-12-31 13F ISHARES US ETF TR SHT MAT BD ETF 46431W507 70,328 -2,911 -3.97 3,534 -4.15 0.1491
2019-11-01 2019-09-30 13F ISHARES US ETF TR SHT MAT BD ETF 46431W507 73,239 2,138 3.01 3,687 3.02 0.1770
2019-08-01 2019-06-30 13F ISHARES US ETF TR SHT MAT BD ETF 46431W507 71,101 1,961 2.84 3,579 3.02 0.1844
2019-05-01 2019-03-31 13F ISHARES US ETF TR SHT MAT BD ETF 46431W507 69,140 1,170 1.72 3,474 2.54 0.1972
2019-01-31 2018-12-31 13F ISHARES US ETF TR SHT MAT BD ETF 46431W507 67,970 20,777 44.03 3,388 43.07 0.2464
2018-11-07 2018-09-30 13F ISHARES US ETF TR SHT MAT BD ETF 46431W507 47,193 23,311 97.61 2,368 97.66 0.1392
2018-08-02 2018-06-30 13F ISHARES US ETF TR SHT MAT BD ETF 46431W507 23,882 10,539 78.99 1,198 79.07 0.0802
2018-05-11 2018-03-31 13F ISHARES US ETF TR SHT MAT BD ETF 46431W507 13,343 -2,617 -16.40 669 -16.37 0.0489
2018-02-07 2017-12-31 13F ISHARES U S ETF TR SHT MAT BD ETF 46431W507 15,960 289 1.84 800 1.52 0.0616
2017-11-06 2017-09-30 13F ISHARES U S ETF TR SHT MAT BD ETF 46431W507 15,671 -282 -1.77 788 -1.75 0.0650
2017-08-02 2017-06-30 13F ISHARES U S ETF TR SHT MAT BD ETF 46431W507 15,953 11,157 232.63 802 232.78 0.0754
2017-04-24 2017-03-31 13F ISHARES U S ETF TR SHT MAT BD ETF 46431W507 4,796 -679 -12.40 241 -12.36 0.0233
2017-01-23 2016-12-31 13F ISHARES U S ETF TR SHT MAT BD ETF 46431W507 5,475 5,475 275 0.0301
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.