iShares Short Duration Bond Active ETF $NEAR Shares Acquired by San Luis Wealth Advisors LLC
by Renee Jackson · The Cerbat GemSan Luis Wealth Advisors LLC lifted its position in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 25.4% in the 4th quarter, HoldingsChannel reports. The firm owned 151,519 shares of the company’s stock after purchasing an additional 30,658 shares during the quarter. iShares Short Duration Bond Active ETF makes up about 1.3% of San Luis Wealth Advisors LLC’s portfolio, making the stock its 20th largest position. San Luis Wealth Advisors LLC’s holdings in iShares Short Duration Bond Active ETF were worth $7,743,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently modified their holdings of NEAR. Kelleher Financial Advisors purchased a new stake in iShares Short Duration Bond Active ETF in the third quarter valued at approximately $26,000. Tower Research Capital LLC TRC purchased a new position in iShares Short Duration Bond Active ETF during the 2nd quarter worth approximately $76,000. Maseco LLP acquired a new stake in iShares Short Duration Bond Active ETF during the 4th quarter valued at approximately $88,000. Sound Income Strategies LLC lifted its stake in iShares Short Duration Bond Active ETF by 597.5% during the 3rd quarter. Sound Income Strategies LLC now owns 2,225 shares of the company’s stock valued at $114,000 after acquiring an additional 1,906 shares during the period. Finally, AdvisorNet Financial Inc boosted its holdings in shares of iShares Short Duration Bond Active ETF by 76.3% in the 3rd quarter. AdvisorNet Financial Inc now owns 2,819 shares of the company’s stock valued at $145,000 after acquiring an additional 1,220 shares during the last quarter.
iShares Short Duration Bond Active ETF Trading Up 0.1%
BATS:NEAR opened at $50.88 on Wednesday. The company’s fifty day moving average price is $50.97 and its 200-day moving average price is $51.10. iShares Short Duration Bond Active ETF has a 1-year low of $50.53 and a 1-year high of $51.37.
About iShares Short Duration Bond Active ETF
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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