Private Trust Co. NA Increases Stake in iShares Short Duration Bond Active ETF (BATS:NEAR)

Private Trust Co. NA raised its stake in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 9.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,879 shares of the company’s stock after buying an additional 417 shares during the quarter. Private Trust Co. NA’s holdings in iShares Short Duration Bond Active ETF were worth $250,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Janney Montgomery Scott LLC grew its holdings in iShares Short Duration Bond Active ETF by 4.0% during the 3rd quarter. Janney Montgomery Scott LLC now owns 21,049 shares of the company’s stock valued at $1,079,000 after buying an additional 817 shares in the last quarter. International Assets Investment Management LLC grew its holdings in iShares Short Duration Bond Active ETF by 7,778.4% during the 3rd quarter. International Assets Investment Management LLC now owns 25,211 shares of the company’s stock valued at $1,292,000 after buying an additional 24,891 shares in the last quarter. Leavell Investment Management Inc. purchased a new stake in iShares Short Duration Bond Active ETF during the 3rd quarter valued at approximately $354,000. Physician Wealth Solutions Inc. grew its holdings in iShares Short Duration Bond Active ETF by 57.6% during the 3rd quarter. Physician Wealth Solutions Inc. now owns 7,889 shares of the company’s stock valued at $401,000 after buying an additional 2,883 shares in the last quarter. Finally, Alexander Randolph Advisory Inc. grew its holdings in shares of iShares Short Duration Bond Active ETF by 12.8% in the third quarter. Alexander Randolph Advisory Inc. now owns 272,341 shares of the company’s stock valued at $13,955,000 after purchasing an additional 30,928 shares in the last quarter.

iShares Short Duration Bond Active ETF Price Performance

NEAR stock opened at $50.79 on Friday. The firm has a fifty day moving average price of $50.84 and a 200 day moving average price of $50.66. iShares Short Duration Bond Active ETF has a fifty-two week low of $50.10 and a fifty-two week high of $50.30.

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.