Axxcess Wealth Management LLC Has $15.65 Million Stake in iShares Short Duration Bond Active ETF $NEAR

Axxcess Wealth Management LLC increased its position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 29.1% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 307,924 shares of the company’s stock after acquiring an additional 69,328 shares during the period. Axxcess Wealth Management LLC’s holdings in iShares Short Duration Bond Active ETF were worth $15,653,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Northwestern Mutual Wealth Management Co. raised its position in iShares Short Duration Bond Active ETF by 2,461.1% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 3,833,023 shares of the company’s stock valued at $195,867,000 after purchasing an additional 3,683,358 shares during the last quarter. Bank of America Corp DE increased its stake in shares of iShares Short Duration Bond Active ETF by 0.6% in the third quarter. Bank of America Corp DE now owns 3,523,153 shares of the company’s stock valued at $180,667,000 after buying an additional 19,831 shares during the period. Clearwater Capital Advisors LLC increased its stake in shares of iShares Short Duration Bond Active ETF by 4.3% in the fourth quarter. Clearwater Capital Advisors LLC now owns 2,924,871 shares of the company’s stock valued at $149,461,000 after buying an additional 120,936 shares during the period. UBS Group AG raised its holdings in iShares Short Duration Bond Active ETF by 19.6% in the 4th quarter. UBS Group AG now owns 1,613,264 shares of the company’s stock valued at $82,438,000 after buying an additional 264,887 shares during the last quarter. Finally, Cetera Investment Advisers raised its holdings in iShares Short Duration Bond Active ETF by 13.8% in the 4th quarter. Cetera Investment Advisers now owns 1,271,898 shares of the company’s stock valued at $64,994,000 after buying an additional 154,611 shares during the last quarter.

iShares Short Duration Bond Active ETF Trading Down 0.1%

BATS:NEAR opened at $50.51 on Wednesday. iShares Short Duration Bond Active ETF has a one year low of $50.45 and a one year high of $51.37. The firm’s 50 day simple moving average is $50.64 and its 200 day simple moving average is $50.89.

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.