iShares Short Duration Bond Active ETF $NEAR Stake Increased by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC boosted its stake in iShares Short Duration Bond Active ETF (BATS:NEAR) by 23.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 238,596 shares of the company’s stock after acquiring an additional 44,733 shares during the period. Axxcess Wealth Management LLC’s holdings in iShares Short Duration Bond Active ETF were worth $12,192,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in NEAR. Northwestern Mutual Wealth Management Co. lifted its position in shares of iShares Short Duration Bond Active ETF by 2,461.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 3,833,023 shares of the company’s stock worth $195,867,000 after purchasing an additional 3,683,358 shares during the last quarter. Corient Private Wealth LLC bought a new stake in iShares Short Duration Bond Active ETF in the second quarter valued at about $15,660,000. Bank of America Corp DE increased its holdings in iShares Short Duration Bond Active ETF by 8.8% in the second quarter. Bank of America Corp DE now owns 3,503,322 shares of the company’s stock valued at $179,020,000 after buying an additional 284,084 shares during the last quarter. UBS Group AG raised its stake in iShares Short Duration Bond Active ETF by 19.6% during the fourth quarter. UBS Group AG now owns 1,613,264 shares of the company’s stock valued at $82,438,000 after buying an additional 264,887 shares in the last quarter. Finally, Clark Capital Management Group Inc. acquired a new stake in iShares Short Duration Bond Active ETF during the fourth quarter valued at approximately $10,265,000.

iShares Short Duration Bond Active ETF Stock Up 0.1%

BATS:NEAR opened at $50.58 on Friday. The business’s 50 day moving average is $50.72 and its two-hundred day moving average is $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.