Alpha Financial Advisors LLC Takes Position in iShares Short Duration Bond Active ETF $NEAR

Alpha Financial Advisors LLC bought a new position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 106,224 shares of the company’s stock, valued at approximately $5,447,000. iShares Short Duration Bond Active ETF comprises about 1.9% of Alpha Financial Advisors LLC’s portfolio, making the stock its 13th biggest holding. Alpha Financial Advisors LLC owned about 0.16% of iShares Short Duration Bond Active ETF as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Bank of America Corp DE increased its holdings in shares of iShares Short Duration Bond Active ETF by 8.8% in the second quarter. Bank of America Corp DE now owns 3,503,322 shares of the company’s stock valued at $179,020,000 after purchasing an additional 284,084 shares during the last quarter. Ameriprise Financial Inc. boosted its holdings in shares of iShares Short Duration Bond Active ETF by 22.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 918,189 shares of the company’s stock worth $46,891,000 after buying an additional 167,210 shares during the period. Cetera Investment Advisers boosted its holdings in shares of iShares Short Duration Bond Active ETF by 30.9% during the 2nd quarter. Cetera Investment Advisers now owns 737,364 shares of the company’s stock worth $37,679,000 after buying an additional 174,240 shares during the period. Alexander Randolph Advisory Inc. grew its stake in iShares Short Duration Bond Active ETF by 19.5% in the 3rd quarter. Alexander Randolph Advisory Inc. now owns 436,146 shares of the company’s stock valued at $22,366,000 after buying an additional 71,275 shares during the last quarter. Finally, Americana Partners LLC grew its stake in iShares Short Duration Bond Active ETF by 6.4% in the 3rd quarter. Americana Partners LLC now owns 415,586 shares of the company’s stock valued at $21,311,000 after buying an additional 24,977 shares during the last quarter.

iShares Short Duration Bond Active ETF Price Performance

iShares Short Duration Bond Active ETF stock opened at $50.99 on Friday. The company’s 50-day moving average price is $51.16 and its two-hundred day moving average price is $51.19. iShares Short Duration Bond Active ETF has a twelve month low of $50.32 and a twelve month high of $51.37.

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.