Waverly Advisors LLC Increases Stock Holdings in iShares Short Duration Bond Active ETF $NEAR

Waverly Advisors LLC boosted its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 15.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 298,806 shares of the company’s stock after purchasing an additional 39,462 shares during the quarter. Waverly Advisors LLC owned approximately 0.46% of iShares Short Duration Bond Active ETF worth $15,190,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in NEAR. Kelleher Financial Advisors purchased a new stake in iShares Short Duration Bond Active ETF in the 3rd quarter valued at about $26,000. Godfrey Financial Associates Inc. acquired a new position in shares of iShares Short Duration Bond Active ETF during the 4th quarter valued at about $35,000. MidAtlantic Capital Management Inc. purchased a new position in shares of iShares Short Duration Bond Active ETF during the 4th quarter worth about $46,000. Tower Research Capital LLC TRC purchased a new position in shares of iShares Short Duration Bond Active ETF during the 2nd quarter worth about $76,000. Finally, Maseco LLP acquired a new stake in shares of iShares Short Duration Bond Active ETF in the fourth quarter worth approximately $88,000.

iShares Short Duration Bond Active ETF Stock Performance

iShares Short Duration Bond Active ETF stock opened at $50.44 on Monday. iShares Short Duration Bond Active ETF has a 1 year low of $50.38 and a 1 year high of $51.37. The firm has a 50 day moving average price of $50.57 and a 200 day moving average price of $50.83.

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.