Klaas Financial Asset Advisors LLC Boosts Holdings in iShares Short Duration Bond Active ETF (BATS:NEAR)

Klaas Financial Asset Advisors LLC increased its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 1.5% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 179,857 shares of the company’s stock after buying an additional 2,582 shares during the period. iShares Short Duration Bond Active ETF accounts for approximately 1.6% of Klaas Financial Asset Advisors LLC’s portfolio, making the stock its 14th largest holding. Klaas Financial Asset Advisors LLC’s holdings in iShares Short Duration Bond Active ETF were worth $9,149,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the business. Private Trust Co. NA boosted its position in shares of iShares Short Duration Bond Active ETF by 4.1% during the 4th quarter. Private Trust Co. NA now owns 5,079 shares of the company’s stock valued at $256,000 after acquiring an additional 200 shares during the last quarter. Gerber Kawasaki Wealth & Investment Management raised its stake in iShares Short Duration Bond Active ETF by 4.8% in the fourth quarter. Gerber Kawasaki Wealth & Investment Management now owns 4,546 shares of the company’s stock valued at $230,000 after purchasing an additional 208 shares in the last quarter. Oxinas Partners Wealth Management LLC lifted its position in iShares Short Duration Bond Active ETF by 2.8% during the first quarter. Oxinas Partners Wealth Management LLC now owns 11,515 shares of the company’s stock valued at $586,000 after purchasing an additional 316 shares during the last quarter. Private Client Services LLC lifted its position in iShares Short Duration Bond Active ETF by 8.0% during the first quarter. Private Client Services LLC now owns 6,868 shares of the company’s stock valued at $349,000 after purchasing an additional 511 shares during the last quarter. Finally, Wealthcare Advisory Partners LLC grew its stake in iShares Short Duration Bond Active ETF by 10.4% in the 1st quarter. Wealthcare Advisory Partners LLC now owns 6,156 shares of the company’s stock worth $313,000 after buying an additional 580 shares in the last quarter.

iShares Short Duration Bond Active ETF Price Performance

Shares of BATS:NEAR opened at $51.09 on Friday. The company’s fifty day moving average price is $50.81 and its 200-day moving average price is $50.69. iShares Short Duration Bond Active ETF has a one year low of $50.06 and a one year high of $51.40.

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.