iShares Short Duration Bond Active ETF $NEAR Shares Bought by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC lifted its position in iShares Short Duration Bond Active ETF (BATS:NEAR) by 187.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 78,927 shares of the company’s stock after purchasing an additional 51,489 shares during the period. Concurrent Investment Advisors LLC owned about 0.12% of iShares Short Duration Bond Active ETF worth $4,047,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Ameritas Advisory Services LLC acquired a new stake in shares of iShares Short Duration Bond Active ETF during the 2nd quarter valued at about $47,000. AE Wealth Management LLC boosted its position in 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 in the last quarter. Tower Research Capital LLC TRC acquired a new stake in iShares Short Duration Bond Active ETF in the second quarter valued at approximately $76,000. Davidson Capital Management Inc. increased its position in shares of iShares Short Duration Bond Active ETF by 92.1% in the second quarter. Davidson Capital Management Inc. now owns 1,704 shares of the company’s stock valued at $87,000 after buying an additional 817 shares in the last quarter. Finally, Spire Wealth Management raised its stake in shares of iShares Short Duration Bond Active ETF by 41.5% during the 2nd quarter. Spire Wealth Management now owns 1,926 shares of the company’s stock worth $98,000 after buying an additional 565 shares during the period.

iShares Short Duration Bond Active ETF Price Performance

iShares Short Duration Bond Active ETF stock opened at $51.18 on Thursday. The company’s fifty day moving average price is $51.15 and its 200 day moving average price is $51.13. 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 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.