Infinity Wealth Counsel LLC trimmed its position in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 42.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,052 shares of the company’s stock after selling 17,310 shares during the quarter. Infinity Wealth Counsel LLC’s holdings in iShares Short Duration Bond Active ETF were worth $1,178,000 at the end of the most recent quarter.
A number of other large investors also recently modified their holdings of the company. Allspring Global Investments Holdings LLC increased its holdings in iShares Short Duration Bond Active ETF by 39.4% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 9,900 shares of the company’s stock worth $506,000 after acquiring an additional 2,800 shares during the period. Centurion Wealth Management LLC lifted its stake in iShares Short Duration Bond Active ETF by 60.2% in the 4th quarter. Centurion Wealth Management LLC now owns 20,351 shares of the company’s stock worth $1,040,000 after purchasing an additional 7,651 shares in the last quarter. Kraft Davis & Associates LLC boosted its holdings in iShares Short Duration Bond Active ETF by 27.3% in the 4th quarter. Kraft Davis & Associates LLC now owns 252,831 shares of the company’s stock valued at $12,931,000 after purchasing an additional 54,257 shares during the period. Spire Wealth Management boosted its holdings in iShares Short Duration Bond Active ETF by 104.9% in the 4th quarter. Spire Wealth Management now owns 3,906 shares of the company’s stock valued at $200,000 after purchasing an additional 2,000 shares during the period. Finally, LVW Advisors LLC grew its position in shares of iShares Short Duration Bond Active ETF by 13.0% during the 4th quarter. LVW Advisors LLC now owns 66,686 shares of the company’s stock valued at $3,408,000 after purchasing an additional 7,665 shares in the last quarter.
iShares Short Duration Bond Active ETF Stock Up 0.1%
iShares Short Duration Bond Active ETF stock opened at $50.74 on Tuesday. iShares Short Duration Bond Active ETF has a fifty-two week low of $50.32 and a fifty-two week high of $51.37. The firm’s fifty day moving average price is $51.06 and its 200-day moving average price is $51.14.
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.
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