WBH Advisory Inc. Increases Stock Holdings in iShares Short Duration Bond Active ETF $NEAR

WBH Advisory Inc. lifted its stake in iShares Short Duration Bond Active ETF (BATS:NEAR) by 23.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 224,059 shares of the company’s stock after buying an additional 41,868 shares during the period. WBH Advisory Inc. owned approximately 0.34% of iShares Short Duration Bond Active ETF worth $11,490,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Commonwealth Equity Services LLC increased its position in iShares Short Duration Bond Active ETF by 10.7% during the third quarter. Commonwealth Equity Services LLC now owns 236,645 shares of the company’s stock worth $12,135,000 after buying an additional 22,922 shares during the period. Shared Vision Wealth Group LLC acquired a new stake in shares of iShares Short Duration Bond Active ETF during the second quarter worth about $278,000. Park Avenue Securities LLC purchased a new position in shares of iShares Short Duration Bond Active ETF during the second quarter worth about $245,000. Focus Financial Network Inc. increased its holdings in shares of iShares Short Duration Bond Active ETF by 127.0% in the third quarter. Focus Financial Network Inc. now owns 22,156 shares of the company’s stock valued at $1,136,000 after purchasing an additional 12,396 shares during the period. Finally, Secure Asset Management LLC increased its stake in iShares Short Duration Bond Active ETF by 71.7% in the 3rd quarter. Secure Asset Management LLC now owns 32,310 shares of the company’s stock valued at $1,654,000 after buying an additional 13,488 shares during the period.

iShares Short Duration Bond Active ETF Stock Up 1.4%

Shares of BATS:NEAR opened at $51.14 on Friday. iShares Short Duration Bond Active ETF has a fifty-two week low of $50.25 and a fifty-two week high of $51.40. The firm’s 50-day simple moving average is $51.15 and its 200-day simple moving average is $51.14.

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.