iShares Trust - iShares 1-3 Year Treasury Bond ETF
US ˙ NasdaqGM ˙ US4642874576

SecuritySHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
InstitutionRMR Wealth Builders
Latest Disclosed Ownership27,925 shares
Latest Disclosed Value $ 2,305,789
RMR Wealth Builders reports 3.06% decrease in ownership of SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 27,925 shares of iShares Trust - iShares 1-3 Year Treasury Bond ETF (US:SHY) valued at $2,305,767 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 28,806 shares of iShares Trust - iShares 1-3 Year Treasury Bond ETF. This represents a change in shares of -3.06% during the quarter. The current value of the position is $2,285,940 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)
2026-04-22 2026-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 27,925 -881 -3.06 2,306 -3.35 0.1816
2026-01-29 2025-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 28,806 364 1.28 2,386 1.10 0.1909
2025-11-05 2025-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 28,442 -1,059 -3.59 2,360 -3.48 0.1975
2025-07-08 2025-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 29,501 2 0.01 2,444 0.16 0.2222
2025-04-16 2025-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 29,499 -488 -1.63 2,440 -0.73 0.2569
2025-01-14 2024-12-31 13F/A-1 ISHARES TR 1 3 YR TREAS BD 464287457 29,987 -122 -0.41 2,458 -1.80 0.2541
2025-01-10 2024-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 29,987 -122 2,458 0.2556
2024-10-21 2024-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 30,109 3 0.01 2,504 1.83 0.2653
2024-07-23 2024-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 30,106 2 0.01 2,458 -0.12 0.2821
2024-04-15 2024-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 30,104 1 0.00 2,462 -0.32 0.2977
2024-02-06 2023-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 30,103 -94 -0.31 2,470 0.98 0.3470
2023-10-23 2023-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 30,197 -3,183 -9.54 2,445 -9.65 0.3905
2023-07-21 2023-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 33,380 -26,930 -44.65 2,706 -45.39 0.4604
2023-04-11 2023-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 60,310 -15,892 -20.86 4,955 -19.89 0.9422
2023-02-15 2022-12-31 13F/A-1 ISHARES TR 1 3 YR TREAS BD 464287457 76,202 48,236 172.48 6,185 172.35 1.4023
2023-02-02 2022-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 76,202 48,236 6 1.6671
2022-11-08 2022-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 27,966 1 0.00 2,271 -1.90 0.5555
2022-08-02 2022-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 27,965 415 1.51 2,315 0.83 0.5769
2022-05-13 2022-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 27,550 27,550 2,296 0.4925
2022-02-02 2021-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 0 -27,650 -100.00 0 -100.00
2021-10-18 2021-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 27,650 0 0.00 2,382 0.00 0.6994
2021-08-16 2021-06-30 13F ISHARES 1-3 YEAR TREASURY BOND ETF Exchange Traded Fund 464287457 27,650 0 0.00 2,382 -0.13 0.7809
2021-05-13 2021-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 27,650 0 0.00 2,385 -0.13 0.6197
2021-02-26 2020-12-31 13F/A-1 ISHARES TR 1 3 YR TREAS BD 464287457 27,650 -2,350 -7.83 2,388 -7.98 1.1731
2020-11-13 2020-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 30,000 4,100 15.83 2,595 15.69 0.6737
2020-08-19 2020-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 25,900 23,000 793.10 2,243 815.51 1.9995
2020-03-03 2019-12-31 13F ISHARES TRUST 1-3 YEAR TREASURY BOND ETF 1 3 YR TREAS BD 464287457 2,900 2,900 245 0.2360
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.