Lynch Investment Planning LLC Makes New Investment in iShares Short Duration Bond Active ETF $NEAR

Lynch Investment Planning LLC purchased a new stake in iShares Short Duration Bond Active ETF (BATS:NEAR) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm purchased 17,993 shares of the company’s stock, valued at approximately $919,000. iShares Short Duration Bond Active ETF makes up 0.9% of Lynch Investment Planning LLC’s holdings, making the stock its 23rd largest holding.

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

iShares Short Duration Bond Active ETF Stock Up 0.1%

BATS:NEAR opened at $50.58 on Friday. The firm’s fifty day moving average is $50.72 and its two-hundred day moving average is $50.94. iShares Short Duration Bond Active ETF has a one year low of $50.48 and a one 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.