Concurrent Investment Advisors LLC Has $12.98 Million Stake in iShares Short Duration Bond Active ETF $NEAR

Concurrent Investment Advisors LLC lifted its position in iShares Short Duration Bond Active ETF (BATS:NEAR) by 9.1% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 256,177 shares of the company’s stock after purchasing an additional 21,362 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in iShares Short Duration Bond Active ETF were worth $12,978,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in NEAR. Kelleher Financial Advisors acquired a new position in shares of iShares Short Duration Bond Active ETF in the 3rd quarter worth approximately $26,000. Godfrey Financial Associates Inc. acquired a new position in iShares Short Duration Bond Active ETF in the fourth quarter worth $35,000. MidAtlantic Capital Management Inc. bought a new stake in shares of iShares Short Duration Bond Active ETF during the fourth quarter worth $46,000. First Bancorp Inc ME acquired a new stake in shares of iShares Short Duration Bond Active ETF in the second quarter valued at $51,000. Finally, Tower Research Capital LLC TRC bought a new position in shares of iShares Short Duration Bond Active ETF in the second quarter valued at about $76,000.

iShares Short Duration Bond Active ETF Stock Performance

Shares of BATS NEAR opened at $50.33 on Friday. iShares Short Duration Bond Active ETF has a 12-month low of $50.25 and a 12-month high of $51.37. The firm’s 50-day simple moving average is $50.50 and its 200 day simple moving average is $50.69.

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.