Kingsview Wealth Management LLC Boosts Stock Holdings in iShares Short Duration Bond Active ETF $NEAR

Kingsview Wealth Management LLC raised its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 76.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 61,149 shares of the company’s stock after purchasing an additional 26,587 shares during the quarter. Kingsview Wealth Management LLC owned 0.09% of iShares Short Duration Bond Active ETF worth $3,125,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in NEAR. Clearwater Capital Advisors LLC lifted its holdings in shares of iShares Short Duration Bond Active ETF by 2.4% in the 1st quarter. Clearwater Capital Advisors LLC now owns 2,613,800 shares of the company’s stock valued at $132,964,000 after buying an additional 62,036 shares during the period. LPL Financial LLC lifted its holdings in iShares Short Duration Bond Active ETF by 9.0% in the first quarter. LPL Financial LLC now owns 2,392,108 shares of the company’s stock valued at $121,687,000 after acquiring an additional 198,499 shares during the period. Raymond James Financial Inc. boosted its position in shares of iShares Short Duration Bond Active ETF by 0.8% during the 1st quarter. Raymond James Financial Inc. now owns 1,341,153 shares of the company’s stock worth $68,224,000 after purchasing an additional 10,058 shares in the last quarter. Ameriprise Financial Inc. grew its stake in shares of iShares Short Duration Bond Active ETF by 40.6% during the 1st quarter. Ameriprise Financial Inc. now owns 750,979 shares of the company’s stock worth $38,137,000 after purchasing an additional 216,744 shares during the period. Finally, Cetera Investment Advisers grew its stake in shares of iShares Short Duration Bond Active ETF by 30.9% during the 2nd quarter. Cetera Investment Advisers now owns 737,364 shares of the company’s stock worth $37,679,000 after purchasing an additional 174,240 shares during the period.

iShares Short Duration Bond Active ETF Price Performance

NEAR stock opened at $51.16 on Wednesday. The company’s 50-day moving average price is $51.23 and its 200 day moving average price is $51.03. iShares Short Duration Bond Active ETF has a 52 week low of $50.25 and a 52 week high of $51.40.

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.