MBM Wealth Consultants LLC boosted its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 17.0% in the 3rd quarter, Holdings Channel.com reports. The firm owned 280,172 shares of the company’s stock after acquiring an additional 40,665 shares during the period. iShares Short Duration Bond Active ETF comprises 3.6% of MBM Wealth Consultants LLC’s holdings, making the stock its 9th biggest position. MBM Wealth Consultants LLC’s holdings in iShares Short Duration Bond Active ETF were worth $14,367,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors have also recently bought and sold shares of the business. AE Wealth Management LLC increased its holdings in shares of iShares Short Duration Bond Active ETF by 27.1% during the second quarter. AE Wealth Management LLC now owns 1,023 shares of the company’s stock worth $52,000 after purchasing an additional 218 shares during the period. Castle Rock Wealth Management LLC grew its holdings in shares of iShares Short Duration Bond Active ETF by 0.6% during the 3rd quarter. Castle Rock Wealth Management LLC now owns 42,745 shares of the company’s stock worth $2,188,000 after purchasing an additional 252 shares in the last quarter. Janney Montgomery Scott LLC raised its stake in 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 purchasing an additional 282 shares in the last quarter. Intrua Financial LLC lifted its position in 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 worth $345,000 after purchasing an additional 306 shares during the period. Finally, Arkadios Wealth Advisors grew its stake in iShares Short Duration Bond Active ETF by 2.2% during the second quarter. Arkadios Wealth Advisors now owns 14,573 shares of the company’s stock worth $745,000 after buying an additional 311 shares in the last quarter.
iShares Short Duration Bond Active ETF Trading Up 1.5%
BATS NEAR opened at $51.16 on Friday. 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 has a 1 year low of $50.25 and a 1 year 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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Want to see what other hedge funds are holding NEAR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report).
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