Elevation Point Wealth Partners LLC Takes $1.65 Million Position in iShares Short Duration Bond Active ETF $NEAR

Elevation Point Wealth Partners LLC purchased a new stake in iShares Short Duration Bond Active ETF (BATS:NEAR) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 32,515 shares of the company’s stock, valued at approximately $1,653,000.

A number of other large investors have also recently modified their holdings of the business. Patten Group Inc. lifted its holdings in shares of iShares Short Duration Bond Active ETF by 1.4% during the 1st quarter. Patten Group Inc. now owns 63,912 shares of the company’s stock worth $3,249,000 after acquiring an additional 860 shares during the last quarter. Caliber Wealth Management LLC KS increased its stake in iShares Short Duration Bond Active ETF by 0.8% in the first quarter. Caliber Wealth Management LLC KS now owns 91,073 shares of the company’s stock valued at $4,630,000 after acquiring an additional 708 shares during the last quarter. Members Wealth LLC increased its stake in iShares Short Duration Bond Active ETF by 29.5% in the first quarter. Members Wealth LLC now owns 34,367 shares of the company’s stock valued at $1,749,000 after acquiring an additional 7,825 shares during the last quarter. OakTrust Wealth Advisors LLC increased its stake in iShares Short Duration Bond Active ETF by 4.8% in the first quarter. OakTrust Wealth Advisors LLC now owns 147,331 shares of the company’s stock valued at $7,490,000 after acquiring an additional 6,688 shares during the last quarter. Finally, Spinnaker Trust raised its position in iShares Short Duration Bond Active ETF by 27.7% during the first quarter. Spinnaker Trust now owns 39,424 shares of the company’s stock valued at $2,004,000 after purchasing an additional 8,560 shares in the last quarter.

iShares Short Duration Bond Active ETF Price Performance

Shares of NEAR stock opened at $50.53 on Monday. The business has a 50-day moving average price of $50.66 and a two-hundred day moving average price of $50.90. iShares Short Duration Bond Active ETF has a 12-month low of $50.45 and a 12-month 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.