Guardian Wealth Advisors LLC trimmed its stake in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 15.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 52,312 shares of the company’s stock after selling 9,380 shares during the period. iShares Short Duration Bond Active ETF comprises about 1.6% of Guardian Wealth Advisors LLC’s investment portfolio, making the stock its 12th largest position. Guardian Wealth Advisors LLC owned 0.08% of iShares Short Duration Bond Active ETF worth $2,673,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors also recently made changes to their positions in NEAR. Envestnet Asset Management Inc. boosted its stake in shares of iShares Short Duration Bond Active ETF by 36.1% in the 1st quarter. Envestnet Asset Management Inc. now owns 619,499 shares of the company’s stock valued at $31,514,000 after purchasing an additional 164,435 shares in the last quarter. Core Wealth Advisors Inc. lifted its holdings in iShares Short Duration Bond Active ETF by 2.5% during the 1st quarter. Core Wealth Advisors Inc. now owns 17,158 shares of the company’s stock valued at $873,000 after purchasing an additional 425 shares during the last quarter. Kestra Private Wealth Services LLC acquired a new position in iShares Short Duration Bond Active ETF in the first quarter valued at about $327,000. PNC Financial Services Group Inc. grew its stake in iShares Short Duration Bond Active ETF by 5.5% during the first quarter. PNC Financial Services Group Inc. now owns 17,323 shares of the company’s stock worth $881,000 after buying an additional 908 shares during the last quarter. Finally, Park Avenue Securities LLC bought a new stake in iShares Short Duration Bond Active ETF during the second quarter worth about $245,000.
iShares Short Duration Bond Active ETF Trading Up 1.8%
BATS:NEAR opened at $51.34 on Friday. 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 50 day moving average of $51.22 and a 200-day moving average of $50.98.
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.
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