Apollon Financial LLC purchased a new position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 125,939 shares of the company’s stock, valued at approximately $6,458,000. iShares Short Duration Bond Active ETF makes up 1.1% of Apollon Financial LLC’s investment portfolio, making the stock its 23rd biggest position. Apollon Financial LLC owned approximately 0.19% of iShares Short Duration Bond Active ETF at the end of the most recent reporting period.
Several other institutional investors also recently bought and sold shares of NEAR. Charter Oak Capital Management LLC raised its stake in shares of iShares Short Duration Bond Active ETF by 3.4% during the 2nd quarter. Charter Oak Capital Management LLC now owns 6,342 shares of the company’s stock worth $324,000 after buying an additional 207 shares during the period. AE Wealth Management LLC increased its holdings in 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 acquiring an additional 218 shares in the last quarter. Castle Rock Wealth Management LLC raised its position in iShares Short Duration Bond Active ETF by 0.6% during the third quarter. Castle Rock Wealth Management LLC now owns 42,745 shares of the company’s stock worth $2,188,000 after acquiring an additional 252 shares during the period. Janney Montgomery Scott LLC raised its position in iShares Short Duration Bond Active ETF by 1.9% during the second quarter. Janney Montgomery Scott LLC now owns 15,120 shares of the company’s stock worth $773,000 after acquiring an additional 282 shares during the period. Finally, Baird Financial Group Inc. lifted its holdings in iShares Short Duration Bond Active ETF by 0.7% during the first quarter. Baird Financial Group Inc. now owns 46,238 shares of the company’s stock valued at $2,352,000 after purchasing an additional 303 shares in the last quarter.
iShares Short Duration Bond Active ETF Trading Up 1.3%
Shares of BATS NEAR opened at $51.07 on Friday. The company’s 50-day simple moving average is $51.19 and its 200-day simple moving average is $51.11. iShares Short Duration Bond Active ETF has a 52-week low of $50.25 and a 52-week high of $51.40.
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.
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