Axxcess Wealth Management LLC Acquires 14,898 Shares of iShares Short Duration Bond Active ETF $NEAR

Axxcess Wealth Management LLC grew its holdings in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 8.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 193,863 shares of the company’s stock after acquiring an additional 14,898 shares during the quarter. Axxcess Wealth Management LLC owned about 0.30% of iShares Short Duration Bond Active ETF worth $9,941,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. AE Wealth Management LLC raised its stake in iShares Short Duration Bond Active ETF by 27.1% in the second quarter. AE Wealth Management LLC now owns 1,023 shares of the company’s stock valued at $52,000 after purchasing an additional 218 shares in the last quarter. Tower Research Capital LLC TRC bought a new position in shares of iShares Short Duration Bond Active ETF in the 2nd quarter worth $76,000. Davidson Capital Management Inc. raised its position in shares of iShares Short Duration Bond Active ETF by 92.1% during the 2nd 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. Spire Wealth Management lifted its holdings 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 acquiring an additional 565 shares during the last quarter. Finally, Sound Income Strategies LLC lifted its holdings in shares of iShares Short Duration Bond Active ETF by 597.5% during the 3rd quarter. Sound Income Strategies LLC now owns 2,225 shares of the company’s stock worth $114,000 after acquiring an additional 1,906 shares during the last quarter.

iShares Short Duration Bond Active ETF Price Performance

NEAR opened at $51.26 on Wednesday. iShares Short Duration Bond Active ETF has a 52 week low of $50.32 and a 52 week high of $51.37. The business’s fifty day simple moving average is $51.15 and its 200 day simple moving average is $51.17.

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.