OakTrust Wealth Advisors LLC Invests $7.19 Million in iShares Short Duration Bond Active ETF $NEAR

OakTrust Wealth Advisors LLC acquired a new stake in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 140,643 shares of the company’s stock, valued at approximately $7,187,000. iShares Short Duration Bond Active ETF comprises about 6.6% of OakTrust Wealth Advisors LLC’s portfolio, making the stock its 2nd largest position.

Several other institutional investors have also recently modified their holdings of the stock. Investment Advisory Group LLC grew its holdings in iShares Short Duration Bond Active ETF by 1.1% during the 4th quarter. Investment Advisory Group LLC now owns 18,053 shares of the company’s stock valued at $923,000 after buying an additional 200 shares during the last quarter. Fortis Advisors LLC raised its holdings in shares of iShares Short Duration Bond Active ETF by 1.6% in the fourth quarter. Fortis Advisors LLC now owns 14,489 shares of the company’s stock worth $740,000 after acquiring an additional 226 shares during the last quarter. Geneos Wealth Management Inc. raised its holdings in shares of iShares Short Duration Bond Active ETF by 11.2% in the fourth quarter. Geneos Wealth Management Inc. now owns 2,293 shares of the company’s stock worth $117,000 after acquiring an additional 231 shares during the last quarter. First Heartland Consultants Inc. lifted its position in shares of iShares Short Duration Bond Active ETF by 4.0% in the third quarter. First Heartland Consultants Inc. now owns 6,437 shares of the company’s stock valued at $330,000 after acquiring an additional 250 shares in the last quarter. Finally, Live Oak Private Wealth LLC lifted its position in shares of iShares Short Duration Bond Active ETF by 1.5% in the fourth quarter. Live Oak Private Wealth LLC now owns 20,447 shares of the company’s stock valued at $1,045,000 after acquiring an additional 311 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Up 0.1%

NEAR opened at $50.58 on Friday. The business’s fifty day simple moving average is $50.72 and its 200 day simple moving average is $50.94. iShares Short Duration Bond Active ETF has a 52 week low of $50.48 and a 52 week high of $51.37.

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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Want to see what other hedge funds are holding NEAR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report).