San Luis Wealth Advisors LLC Sells 16,303 Shares of iShares Short Duration Bond Active ETF $NEAR

San Luis Wealth Advisors LLC reduced its stake in iShares Short Duration Bond Active ETF (BATS:NEAR) by 14.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 98,109 shares of the company’s stock after selling 16,303 shares during the period. San Luis Wealth Advisors LLC owned 0.15% of iShares Short Duration Bond Active ETF worth $5,013,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of NEAR. Wealth Enhancement Advisory Services LLC lifted its stake in shares of iShares Short Duration Bond Active ETF by 383.6% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 219,444 shares of the company’s stock worth $11,082,000 after buying an additional 174,067 shares in the last quarter. GAMMA Investing LLC purchased a new stake in iShares Short Duration Bond Active ETF during the first quarter valued at approximately $80,000. Aletheian Wealth Advisors LLC grew its position in shares of iShares Short Duration Bond Active ETF by 5.1% during the 1st quarter. Aletheian Wealth Advisors LLC now owns 21,537 shares of the company’s stock valued at $1,096,000 after acquiring an additional 1,047 shares during the period. LVW Advisors LLC increased its stake in shares of iShares Short Duration Bond Active ETF by 6.6% in the 1st quarter. LVW Advisors LLC now owns 53,909 shares of the company’s stock worth $2,742,000 after purchasing an additional 3,342 shares in the last quarter. Finally, Merit Financial Group LLC bought a new position in iShares Short Duration Bond Active ETF in the 1st quarter worth $511,000.

iShares Short Duration Bond Active ETF Price Performance

BATS:NEAR opened at $51.22 on Friday. iShares Short Duration Bond Active ETF has a 52-week low of $50.25 and a 52-week high of $51.40. The stock has a 50-day simple moving average of $51.13 and a two-hundred day simple moving average of $50.91.

About iShares Short Duration Bond Active ETF

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.