Consolidated Portfolio Review Corp Takes Position in iShares Short Duration Bond Active ETF $NEAR

Consolidated Portfolio Review Corp purchased a new stake in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,308 shares of the company’s stock, valued at approximately $373,000.

A number of other large investors have also made changes to their positions in the company. Clearwater Capital Advisors LLC raised its holdings in shares of iShares Short Duration Bond Active ETF by 2.4% during the first quarter. Clearwater Capital Advisors LLC now owns 2,613,800 shares of the company’s stock valued at $132,964,000 after acquiring an additional 62,036 shares during the period. LPL Financial LLC raised its holdings in shares of iShares Short Duration Bond Active ETF by 9.0% during the first quarter. LPL Financial LLC now owns 2,392,108 shares of the company’s stock valued at $121,687,000 after acquiring an additional 198,499 shares during the period. Raymond James Financial Inc. raised its holdings in shares of iShares Short Duration Bond Active ETF by 0.8% during the first quarter. Raymond James Financial Inc. now owns 1,341,153 shares of the company’s stock valued at $68,224,000 after acquiring an additional 10,058 shares during the period. Ameriprise Financial Inc. raised its holdings in shares of iShares Short Duration Bond Active ETF by 40.6% during the first quarter. Ameriprise Financial Inc. now owns 750,979 shares of the company’s stock valued at $38,137,000 after acquiring an additional 216,744 shares during the period. Finally, Summit Financial LLC acquired a new stake in shares of iShares Short Duration Bond Active ETF during the first quarter valued at approximately $36,551,000.

iShares Short Duration Bond Active ETF Stock Performance

NEAR stock opened at $51.19 on Friday. iShares Short Duration Bond Active ETF has a 52-week low of $50.25 and a 52-week high of $51.40. The company’s 50 day simple moving average is $51.15 and its 200-day simple moving average is $50.92.

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.