Kingsview Wealth Management LLC Boosts Stock Position in iShares Short Duration Bond Active ETF $NEAR

Kingsview Wealth Management LLC grew its stake in iShares Short Duration Bond Active ETF (BATS:NEAR) by 48.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 218,762 shares of the company’s stock after purchasing an additional 71,769 shares during the period. Kingsview Wealth Management LLC’s holdings in iShares Short Duration Bond Active ETF were worth $11,179,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in the stock. Integrity Advisory Solutions LLC grew its position in shares of iShares Short Duration Bond Active ETF by 9.0% in the fourth quarter. Integrity Advisory Solutions LLC now owns 7,866 shares of the company’s stock valued at $402,000 after purchasing an additional 648 shares in the last quarter. Cary Street Partners Financial LLC grew its position in shares of iShares Short Duration Bond Active ETF by 2.8% in the fourth quarter. Cary Street Partners Financial LLC now owns 79,188 shares of the company’s stock valued at $4,046,000 after purchasing an additional 2,176 shares in the last quarter. Wellington Shields & Co. LLC grew its position in shares of iShares Short Duration Bond Active ETF by 23,954.5% in the fourth quarter. Wellington Shields & Co. LLC now owns 2,646 shares of the company’s stock valued at $135,000 after purchasing an additional 2,635 shares in the last quarter. Clearstead Advisors LLC grew its position in shares of iShares Short Duration Bond Active ETF by 24.8% in the fourth quarter. Clearstead Advisors LLC now owns 4,928 shares of the company’s stock valued at $252,000 after purchasing an additional 980 shares in the last quarter. Finally, Clearwater Capital Advisors LLC grew its position in shares of iShares Short Duration Bond Active ETF by 4.3% in the fourth quarter. Clearwater Capital Advisors LLC now owns 2,924,871 shares of the company’s stock valued at $149,461,000 after purchasing an additional 120,936 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

NEAR stock opened at $50.74 on Thursday. The business has a 50 day simple moving average of $50.76 and a 200-day simple moving average of $51.01. iShares Short Duration Bond Active ETF has a 1 year low of $50.55 and a 1 year 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.