OakTrust Wealth Advisors LLC acquired a new position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 140,643 shares of the company’s stock, valued at approximately $7,187,000. iShares Short Duration Bond Active ETF comprises about 6.6% of OakTrust Wealth Advisors LLC’s investment portfolio, making the stock its 2nd largest position. OakTrust Wealth Advisors LLC owned approximately 0.22% of iShares Short Duration Bond Active ETF as of its most recent filing with the SEC.
Other institutional investors also recently bought and sold shares of the company. Peapack Gladstone Financial Corp raised its holdings in shares of iShares Short Duration Bond Active ETF by 142.1% in the second quarter. Peapack Gladstone Financial Corp now owns 185,057 shares of the company’s stock valued at $9,456,000 after buying an additional 108,608 shares during the last quarter. Quantinno Capital Management LP purchased a new position in shares of iShares Short Duration Bond Active ETF during the second quarter worth about $500,000. Ausdal Financial Partners Inc. purchased a new position in shares of iShares Short Duration Bond Active ETF during the second quarter worth about $278,000. Jane Street Group LLC increased its position in iShares Short Duration Bond Active ETF by 205.6% in the 2nd quarter. Jane Street Group LLC now owns 45,100 shares of the company’s stock valued at $2,305,000 after acquiring an additional 30,340 shares during the period. Finally, Ameriprise Financial Inc. increased its position in iShares Short Duration Bond Active ETF by 22.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 918,189 shares of the company’s stock valued at $46,891,000 after acquiring an additional 167,210 shares during the period.
iShares Short Duration Bond Active ETF Stock Up 0.1%
NEAR opened at $50.58 on Friday. The business has a 50 day moving average price of $50.72 and a two-hundred day moving average price of $50.94. iShares Short Duration Bond Active ETF has a 52 week low of $50.48 and a 52 week high of $51.37.
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.
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