Perennial Investment Advisors LLC Raises Position in iShares Short Duration Bond Active ETF $NEAR

Perennial Investment Advisors LLC grew its position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 1.7% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 60,330 shares of the company’s stock after buying an additional 990 shares during the quarter. Perennial Investment Advisors LLC’s holdings in iShares Short Duration Bond Active ETF were worth $3,083,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in NEAR. Wescott Financial Advisory Group LLC raised its holdings in iShares Short Duration Bond Active ETF by 5.3% in the 2nd quarter. Wescott Financial Advisory Group LLC now owns 51,072 shares of the company’s stock worth $2,610,000 after acquiring an additional 2,588 shares during the last quarter. Western Wealth Management LLC increased its holdings in shares of iShares Short Duration Bond Active ETF by 16.8% in the 2nd quarter. Western Wealth Management LLC now owns 5,227 shares of the company’s stock worth $267,000 after purchasing an additional 751 shares in the last quarter. Rockefeller Capital Management L.P. raised its stake in shares of iShares Short Duration Bond Active ETF by 6.9% in the second quarter. Rockefeller Capital Management L.P. now owns 57,766 shares of the company’s stock worth $2,952,000 after purchasing an additional 3,728 shares during the last quarter. Kingsview Wealth Management LLC raised its stake in shares of iShares Short Duration Bond Active ETF by 76.9% in the second quarter. Kingsview Wealth Management LLC now owns 61,149 shares of the company’s stock worth $3,125,000 after purchasing an additional 26,587 shares during the last quarter. Finally, Avantax Advisory Services Inc. lifted its holdings in shares of iShares Short Duration Bond Active ETF by 9.4% during the second quarter. Avantax Advisory Services Inc. now owns 262,970 shares of the company’s stock valued at $13,438,000 after purchasing an additional 22,665 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

NEAR opened at $51.15 on Tuesday. The company’s 50-day simple moving average is $51.23 and its two-hundred day simple moving average is $51.03. 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 Company Profile

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.