iShares Short Duration Bond Active ETF $NEAR Shares Newly Bought by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC acquired a new stake in iShares Short Duration Bond Active ETF (BATS:NEAR) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 10,267 shares of the company’s stock, valued at approximately $512,000.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Foundry Financial Group Inc. purchased a new position in iShares Short Duration Bond Active ETF during the third quarter valued at approximately $1,040,000. Proficio Capital Partners LLC boosted its position in iShares Short Duration Bond Active ETF by 71.4% in the 2nd quarter. Proficio Capital Partners LLC now owns 425,995 shares of the company’s stock worth $22,196,000 after purchasing an additional 177,400 shares in the last quarter. Shah Wealth Advisors LLC acquired a new stake in shares of iShares Short Duration Bond Active ETF during the 2nd quarter worth approximately $917,000. Stonebridge Financial Group LLC grew its stake in shares of iShares Short Duration Bond Active ETF by 189.9% during the 3rd quarter. Stonebridge Financial Group LLC now owns 42,307 shares of the company’s stock worth $2,109,000 after purchasing an additional 27,711 shares during the period. Finally, Concurrent Investment Advisors LLC grew its stake in shares of iShares Short Duration Bond Active ETF by 9.1% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 256,177 shares of the company’s stock worth $12,978,000 after purchasing an additional 21,362 shares during the period.

iShares Short Duration Bond Active ETF Price Performance

BATS:NEAR opened at $50.14 on Monday. The company has a 50 day moving average price of $50.10 and a 200-day moving average price of $50.61. iShares Short Duration Bond Active ETF has a 1-year low of $49.68 and a 1-year high of $51.37.

About iShares Short Duration Bond Active ETF

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.