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

SecuritySHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
InstitutionWell Done, LLC
Latest Disclosed Ownership88,181 shares
Latest Disclosed Value $ 7,281,106
Well Done, LLC reports 42.94% increase in ownership of SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF

On April 14, 2026 - Well Done, LLC filed a 13F-HR form disclosing ownership of 88,181 shares of iShares Trust - iShares 1-3 Year Treasury Bond ETF (US:SHY) valued at $7,281,105 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 61,693 shares of iShares Trust - iShares 1-3 Year Treasury Bond ETF. This represents a change in shares of 42.94% during the quarter. The current value of the position is $7,218,497 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)
2026-04-14 2026-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 88,181 26,488 42.94 7,281 42.51 1.0695
2026-01-13 2025-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 61,693 6,546 11.87 5,109 11.70 0.7636
2025-10-28 2025-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 55,147 -15,319 -21.74 4,575 -21.65 0.7789
2025-07-15 2025-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 70,466 14,493 25.89 5,839 27.24 1.0950
2025-04-21 2025-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 55,973 -12,803 -18.62 4,589 -19.76 0.8318
2025-01-17 2024-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 68,776 0 0.00 5,719 0.00 1.0466
2024-10-17 2024-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 68,776 7,812 12.81 5,719 14.89 1.0450
2024-07-18 2024-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 60,964 17,962 41.77 4,978 41.55 1.0343
2024-04-18 2024-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 43,002 25,180 141.29 3,517 140.49 0.6916
2024-01-18 2023-12-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 17,822 17,822 1,462 0.2861
2023-10-16 2023-09-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 0 -2,504 -100.00 0 -100.00
2023-07-20 2023-06-30 13F ISHARES TR 1 3 YR TREAS BD 464287457 2,504 -1,244 -33.19 203 -33.88 0.0432
2023-04-20 2023-03-31 13F ISHARES TR 1 3 YR TREAS BD 464287457 3,748 -3,856 -50.71 308 -50.24 0.0666
2023-01-18 2022-12-31 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 7,604 7,604 617 0.1326
2021-04-29 2021-03-31 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 0 -14,887 -100.00 0 -100.00
2021-02-02 2020-12-31 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 14,887 -5,993 -28.70 1,286 -28.79 0.3183
2020-10-19 2020-09-30 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 20,880 -8,179 -28.15 1,806 -28.25 0.5090
2020-07-20 2020-06-30 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 29,059 -3,017 -9.41 2,517 -9.46 0.6922
2020-04-16 2020-03-31 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 32,076 27,674 628.67 2,780 645.31 0.8418
2020-01-29 2019-12-31 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 4,402 -246 -5.29 373 -5.33 0.0864
2019-10-15 2019-09-30 13F/A-1 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 4,648 242 5.49 394 5.35 0.0969
2019-10-15 2019-09-30 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 4,648 242 394
2019-07-19 2019-06-30 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 4,406 1 0.02 374 0.81 0.0874
2019-05-09 2019-03-31 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 4,405 -4 -0.09 371 0.54 0.0912
2019-02-13 2018-12-31 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 4,409 -11 -0.25 369 0.54 0.1036
2018-11-14 2018-09-30 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 4,420 4,420 367 0.1037
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.