Perigon Wealth Management LLC Has $2 Million Stake in iShares Short Duration Bond Active ETF $NEAR

Perigon Wealth Management LLC raised its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 41.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 39,214 shares of the company’s stock after purchasing an additional 11,531 shares during the period. Perigon Wealth Management LLC’s holdings in iShares Short Duration Bond Active ETF were worth $2,004,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in NEAR. Blue Trust Inc. acquired a new stake in shares of iShares Short Duration Bond Active ETF in the fourth quarter valued at approximately $229,000. Kwmg LLC grew its position in iShares Short Duration Bond Active ETF by 4.7% during the fourth quarter. Kwmg LLC now owns 301,944 shares of the company’s stock worth $15,429,000 after buying an additional 13,655 shares in the last quarter. Herbst Group LLC acquired a new stake in iShares Short Duration Bond Active ETF during the fourth quarter worth approximately $1,017,000. Professional Financial Advisors LLC bought a new position in iShares Short Duration Bond Active ETF during the 4th quarter worth $482,000. Finally, Allspring Global Investments Holdings LLC raised its holdings in iShares Short Duration Bond Active ETF by 39.4% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 9,900 shares of the company’s stock valued at $506,000 after acquiring an additional 2,800 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

BATS:NEAR opened at $50.73 on Friday. The stock has a fifty day moving average price of $51.03 and a 200-day moving average price of $51.13. iShares Short Duration Bond Active ETF has a fifty-two week low of $50.32 and a fifty-two week high of $51.37.

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.