IRON Financial LLC Invests $780,000 in iShares Short Duration Bond Active ETF $NEAR

by · The Cerbat Gem

IRON Financial LLC purchased a new stake in iShares Short Duration Bond Active ETF (BATS:NEARFree Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 15,206 shares of the company’s stock, valued at approximately $780,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Focus Partners Wealth lifted its holdings in shares of iShares Short Duration Bond Active ETF by 0.7% in the first quarter. Focus Partners Wealth now owns 242,516 shares of the company’s stock valued at $12,337,000 after purchasing an additional 1,649 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in iShares Short Duration Bond Active ETF by 725.9% during the 1st quarter. Geneos Wealth Management Inc. now owns 2,965 shares of the company’s stock worth $151,000 after acquiring an additional 2,606 shares during the period. Private Client Services LLC grew its stake in iShares Short Duration Bond Active ETF by 32.8% during the 2nd quarter. Private Client Services LLC now owns 9,120 shares of the company’s stock valued at $466,000 after acquiring an additional 2,252 shares in the last quarter. TrueWealth Advisors LLC increased its holdings in shares of iShares Short Duration Bond Active ETF by 36.3% in the 2nd quarter. TrueWealth Advisors LLC now owns 5,453 shares of the company’s stock valued at $279,000 after purchasing an additional 1,453 shares during the period. Finally, Aletheian Wealth Advisors LLC lifted its position in shares of iShares Short Duration Bond Active ETF by 2.2% in the second quarter. Aletheian Wealth Advisors LLC now owns 22,007 shares of the company’s stock worth $1,125,000 after purchasing an additional 470 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Up 1.4%

Shares of NEAR opened at $51.12 on Friday. The company’s 50 day moving average price is $51.15 and its 200 day moving average price is $51.13. iShares Short Duration Bond Active ETF has a 52 week low of $50.25 and a 52 week high of $51.40.

iShares Short Duration Bond Active ETF Profile

(Free Report)

The iShares Short Maturity Bond ETF (NEAR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund aims to maximize income and preserve capital using very short maturity, USD-denominated global fixed income securities in an actively-managed fund. NEAR was launched on Sep 25, 2013 and is managed by BlackRock.

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