EverSource Wealth Advisors LLC Has $1.89 Million Stake in iShares Short Duration Bond Active ETF $NEAR

EverSource Wealth Advisors LLC lifted its position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 694.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 36,755 shares of the company’s stock after purchasing an additional 32,128 shares during the period. EverSource Wealth Advisors LLC owned 0.06% of iShares Short Duration Bond Active ETF worth $1,885,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in NEAR. AE Wealth Management LLC increased its position in iShares Short Duration Bond Active ETF by 27.1% during the 2nd quarter. AE Wealth Management LLC now owns 1,023 shares of the company’s stock worth $52,000 after buying an additional 218 shares during the period. Capital Investment Advisory Services LLC grew its stake in shares of iShares Short Duration Bond Active ETF by 7.4% in the third quarter. Capital Investment Advisory Services LLC now owns 3,178 shares of the company’s stock valued at $163,000 after acquiring an additional 220 shares in the last quarter. Castle Rock Wealth Management LLC grew its stake in shares of iShares Short Duration Bond Active ETF by 0.6% in the third quarter. Castle Rock Wealth Management LLC now owns 42,745 shares of the company’s stock valued at $2,188,000 after acquiring an additional 252 shares in the last quarter. Intrua Financial LLC increased its position in iShares Short Duration Bond Active ETF by 4.7% during the second quarter. Intrua Financial LLC now owns 6,752 shares of the company’s stock worth $345,000 after acquiring an additional 306 shares during the period. Finally, Arkadios Wealth Advisors raised its stake in iShares Short Duration Bond Active ETF by 2.2% in the 2nd quarter. Arkadios Wealth Advisors now owns 14,573 shares of the company’s stock worth $745,000 after purchasing an additional 311 shares in the last quarter.

iShares Short Duration Bond Active ETF Price Performance

BATS NEAR opened at $51.27 on Wednesday. The firm has a 50-day moving average price of $51.16 and a two-hundred day moving average price of $51.18. iShares Short Duration Bond Active ETF has a 12-month low of $50.32 and a 12-month high of $51.37.

iShares Short Duration Bond Active ETF 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.