LVW Advisors LLC Acquires 5,800 Shares of iShares Short Duration Bond Active ETF (BATS:NEAR)

LVW Advisors LLC grew its holdings in iShares Short Duration Bond Active ETF (BATS:NEARFree Report) by 13.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 50,567 shares of the company’s stock after buying an additional 5,800 shares during the quarter. LVW Advisors LLC’s holdings in iShares Short Duration Bond Active ETF were worth $2,554,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Integrated Investment Consultants LLC lifted its position in shares of iShares Short Duration Bond Active ETF by 75.2% in the 4th quarter. Integrated Investment Consultants LLC now owns 174,905 shares of the company’s stock worth $8,833,000 after purchasing an additional 75,063 shares during the period. FARMERS & MERCHANTS TRUST Co OF LONG BEACH lifted its holdings in iShares Short Duration Bond Active ETF by 21.5% in the fourth quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH now owns 7,694 shares of the company’s stock worth $389,000 after buying an additional 1,361 shares during the period. Wealthcare Advisory Partners LLC lifted its holdings in iShares Short Duration Bond Active ETF by 16.5% in the fourth quarter. Wealthcare Advisory Partners LLC now owns 5,576 shares of the company’s stock worth $282,000 after buying an additional 788 shares during the period. JGP Wealth Management LLC boosted its position in iShares Short Duration Bond Active ETF by 45.6% during the 4th quarter. JGP Wealth Management LLC now owns 21,189 shares of the company’s stock valued at $1,070,000 after acquiring an additional 6,639 shares in the last quarter. Finally, Brady Family Wealth LLC grew its holdings in shares of iShares Short Duration Bond Active ETF by 18.8% during the 4th quarter. Brady Family Wealth LLC now owns 82,583 shares of the company’s stock worth $4,170,000 after acquiring an additional 13,043 shares during the period.

iShares Short Duration Bond Active ETF Stock Performance

NEAR opened at $50.57 on Monday. The business has a 50 day moving average of $50.58 and a 200-day moving average of $50.75. iShares Short Duration Bond Active ETF has a 52 week low of $50.10 and a 52 week high of $50.30.

About iShares Short Duration Bond Active ETF

(Free Report)

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.

See Also

Want to see what other hedge funds are holding NEAR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Short Duration Bond Active ETF (BATS:NEARFree Report).

Institutional Ownership by Quarter for iShares Short Duration Bond Active ETF (BATS:NEAR)

Receive News & Ratings for iShares Short Duration Bond Active ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Short Duration Bond Active ETF and related companies with MarketBeat.com's FREE daily email newsletter.