Wescott Financial Advisory Group LLC lifted its position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 5.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 51,072 shares of the company’s stock after purchasing an additional 2,588 shares during the period. Wescott Financial Advisory Group LLC owned 0.08% of iShares Short Duration Bond Active ETF worth $2,610,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Charter Oak Capital Management LLC increased its stake in iShares Short Duration Bond Active ETF by 3.4% in the 2nd quarter. Charter Oak Capital Management LLC now owns 6,342 shares of the company’s stock valued at $324,000 after buying an additional 207 shares during the last quarter. AE Wealth Management LLC boosted its stake in shares of iShares Short Duration Bond Active ETF by 27.1% in the 2nd quarter. AE Wealth Management LLC now owns 1,023 shares of the company’s stock worth $52,000 after buying an additional 218 shares during the last quarter. Janney Montgomery Scott LLC grew its holdings in shares of iShares Short Duration Bond Active ETF by 1.9% in the second quarter. Janney Montgomery Scott LLC now owns 15,120 shares of the company’s stock valued at $773,000 after acquiring an additional 282 shares in the last quarter. Baird Financial Group Inc. grew its holdings in shares of iShares Short Duration Bond Active ETF by 0.7% in the first quarter. Baird Financial Group Inc. now owns 46,238 shares of the company’s stock valued at $2,352,000 after acquiring an additional 303 shares in the last quarter. Finally, Intrua Financial LLC increased its position in shares of iShares Short Duration Bond Active ETF by 4.7% during the second quarter. Intrua Financial LLC now owns 6,752 shares of the company’s stock valued at $345,000 after acquiring an additional 306 shares during the last quarter.
iShares Short Duration Bond Active ETF Trading Up 1.5%
Shares of iShares Short Duration Bond Active ETF stock opened at $51.15 on Tuesday. The business’s fifty day simple moving average is $51.23 and its 200 day simple moving average is $51.03. iShares Short Duration Bond Active ETF has a 12 month low of $50.25 and a 12 month high of $51.40.
iShares Short Duration Bond Active ETF 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.
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