WBH Advisory Inc. Raises Position in iShares Short Duration Bond Active ETF $NEAR

WBH Advisory Inc. lifted its stake in iShares Short Duration Bond Active ETF (BATS:NEAR) by 22.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 182,191 shares of the company’s stock after purchasing an additional 32,968 shares during the period. WBH Advisory Inc. owned 0.28% of iShares Short Duration Bond Active ETF worth $9,310,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the stock. Summit Financial LLC purchased a new stake in iShares Short Duration Bond Active ETF in the first quarter worth about $36,551,000. DT Investment Partners LLC purchased a new stake in iShares Short Duration Bond Active ETF in the 1st quarter worth approximately $18,230,000. Ameriprise Financial Inc. increased its holdings in iShares Short Duration Bond Active ETF by 40.6% in the 1st quarter. Ameriprise Financial Inc. now owns 750,979 shares of the company’s stock worth $38,137,000 after acquiring an additional 216,744 shares in the last quarter. Brookwood Investment Group LLC bought a new stake in iShares Short Duration Bond Active ETF during the 1st quarter worth approximately $10,761,000. Finally, LPL Financial LLC lifted its holdings in iShares Short Duration Bond Active ETF by 9.0% during the first quarter. LPL Financial LLC now owns 2,392,108 shares of the company’s stock valued at $121,687,000 after purchasing an additional 198,499 shares in the last quarter.

iShares Short Duration Bond Active ETF Price Performance

Shares of BATS NEAR opened at $51.30 on Monday. iShares Short Duration Bond Active ETF has a 1 year low of $50.25 and a 1 year high of $51.40. The firm has a fifty day moving average price of $51.19 and a 200-day moving average price of $50.95.

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.