Guardian Wealth Advisors LLC cut its holdings in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 47.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 27,306 shares of the company’s stock after selling 25,006 shares during the period. iShares Short Duration Bond Active ETF comprises approximately 0.8% of Guardian Wealth Advisors LLC’s investment portfolio, making the stock its 15th biggest holding. Guardian Wealth Advisors LLC’s holdings in iShares Short Duration Bond Active ETF were worth $1,400,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. AE Wealth Management LLC raised its stake in shares of iShares Short Duration Bond Active ETF by 27.1% during the 2nd quarter. AE Wealth Management LLC now owns 1,023 shares of the company’s stock valued at $52,000 after buying an additional 218 shares during the last quarter. Castle Rock Wealth Management LLC grew its holdings in iShares Short Duration Bond Active ETF by 0.6% during the third quarter. Castle Rock Wealth Management LLC now owns 42,745 shares of the company’s stock worth $2,188,000 after acquiring an additional 252 shares during the period. Janney Montgomery Scott LLC raised its position in iShares Short Duration Bond Active ETF by 1.9% during the second quarter. Janney Montgomery Scott LLC now owns 15,120 shares of the company’s stock valued at $773,000 after acquiring an additional 282 shares in the last quarter. Intrua Financial LLC lifted its holdings in iShares Short Duration Bond Active ETF by 4.7% in the second quarter. Intrua Financial LLC now owns 6,752 shares of the company’s stock valued at $345,000 after acquiring an additional 306 shares during the period. Finally, Arkadios Wealth Advisors lifted its holdings in iShares Short Duration Bond Active ETF by 2.2% in the second quarter. Arkadios Wealth Advisors now owns 14,573 shares of the company’s stock valued at $745,000 after acquiring an additional 311 shares during the period.
iShares Short Duration Bond Active ETF Stock Up 1.4%
Shares of BATS NEAR opened at $51.14 on Friday. The firm’s 50 day simple moving average is $51.15 and its 200-day simple moving average is $51.14. iShares Short Duration Bond Active ETF has a 12 month low of $50.25 and a 12 month high of $51.40.
About iShares Short Duration Bond Active ETF
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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