IRON Financial LLC Has $3.54 Million Holdings in iShares Short Duration Bond Active ETF $NEAR

IRON Financial LLC raised its position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 47.0% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 69,556 shares of the company’s stock after acquiring an additional 22,255 shares during the period. iShares Short Duration Bond Active ETF makes up approximately 1.5% of IRON Financial LLC’s investment portfolio, making the stock its 16th largest position. IRON Financial LLC owned about 0.11% of iShares Short Duration Bond Active ETF worth $3,536,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in NEAR. World Investment Advisors grew its position in shares of iShares Short Duration Bond Active ETF by 21.9% in the first quarter. World Investment Advisors now owns 31,322 shares of the company’s stock valued at $1,592,000 after purchasing an additional 5,633 shares during the last quarter. Private Advisor Group LLC lifted its holdings in iShares Short Duration Bond Active ETF by 6.1% during the 1st quarter. Private Advisor Group LLC now owns 265,877 shares of the company’s stock worth $13,516,000 after purchasing an additional 15,168 shares during the last quarter. Proathlete Wealth Management LLC lifted its holdings in iShares Short Duration Bond Active ETF by 2.2% during the 1st quarter. Proathlete Wealth Management LLC now owns 159,332 shares of the company’s stock worth $8,117,000 after purchasing an additional 3,497 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new stake in iShares Short Duration Bond Active ETF in the 1st quarter valued at $1,653,000. Finally, Patten Group Inc. boosted its stake in iShares Short Duration Bond Active ETF by 1.4% in the 1st quarter. Patten Group Inc. now owns 63,912 shares of the company’s stock valued at $3,249,000 after purchasing an additional 860 shares during the period.

iShares Short Duration Bond Active ETF Price Performance

Shares of BATS NEAR opened at $50.53 on Friday. The stock’s fifty day moving average price is $50.66 and its two-hundred day moving average price is $50.90. iShares Short Duration Bond Active ETF has a one year low of $50.45 and a one year 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.