Secure Asset Management LLC Boosts Position in iShares Short Duration Bond Active ETF $NEAR

Secure Asset Management LLC raised its holdings in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 68.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 54,444 shares of the company’s stock after buying an additional 22,134 shares during the period. Secure Asset Management LLC owned about 0.08% of iShares Short Duration Bond Active ETF worth $2,782,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. EverSource Wealth Advisors LLC raised its stake in shares of iShares Short Duration Bond Active ETF by 206.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 4,627 shares of the company’s stock valued at $236,000 after acquiring an additional 3,117 shares during the period. Integrated Investment Consultants LLC boosted its position in iShares Short Duration Bond Active ETF by 23.5% during the 2nd quarter. Integrated Investment Consultants LLC now owns 317,803 shares of the company’s stock worth $16,240,000 after purchasing an additional 60,556 shares during the period. Sand Hill Global Advisors LLC acquired a new stake in iShares Short Duration Bond Active ETF in the 2nd quarter valued at $7,228,000. Peapack Gladstone Financial Corp increased its holdings in iShares Short Duration Bond Active ETF by 142.1% in the 2nd quarter. Peapack Gladstone Financial Corp now owns 185,057 shares of the company’s stock valued at $9,456,000 after purchasing an additional 108,608 shares in the last quarter. Finally, Objective Capital Management LLC raised its position in iShares Short Duration Bond Active ETF by 6.9% in the second quarter. Objective Capital Management LLC now owns 6,813 shares of the company’s stock valued at $348,000 after purchasing an additional 437 shares during the period.

iShares Short Duration Bond Active ETF Stock Performance

Shares of NEAR opened at $50.73 on Monday. iShares Short Duration Bond Active ETF has a 12 month low of $50.32 and a 12 month high of $51.37. The stock’s 50-day moving average is $51.03 and its two-hundred day moving average is $51.13.

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.