Brady Family Wealth LLC Has $4.17 Million Stake in iShares Short Duration Bond Active ETF (BATS:NEAR)

Brady Family Wealth LLC grew its position in iShares Short Duration Bond Active ETF (BATS:NEAR) by 18.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 82,583 shares of the company’s stock after acquiring an additional 13,043 shares during the period. Brady Family Wealth LLC’s holdings in iShares Short Duration Bond Active ETF were worth $4,170,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of NEAR. LPL Financial LLC raised its position in iShares Short Duration Bond Active ETF by 6.6% in the 3rd quarter. LPL Financial LLC now owns 2,050,644 shares of the company’s stock valued at $105,075,000 after purchasing an additional 127,069 shares during the last quarter. Donaldson Capital Management LLC raised its holdings in shares of iShares Short Duration Bond Active ETF by 7.0% in the third quarter. Donaldson Capital Management LLC now owns 625,024 shares of the company’s stock valued at $32,026,000 after buying an additional 40,738 shares during the last quarter. Bank of Montreal Can lifted its position in iShares Short Duration Bond Active ETF by 33.7% during the 3rd quarter. Bank of Montreal Can now owns 485,560 shares of the company’s stock worth $24,904,000 after buying an additional 122,308 shares in the last quarter. Kwmg LLC grew its holdings in iShares Short Duration Bond Active ETF by 1.4% during the 4th quarter. Kwmg LLC now owns 272,955 shares of the company’s stock worth $13,784,000 after acquiring an additional 3,699 shares during the last quarter. Finally, Alexander Randolph Advisory Inc. increased its position in iShares Short Duration Bond Active ETF by 12.8% in the 3rd quarter. Alexander Randolph Advisory Inc. now owns 272,341 shares of the company’s stock valued at $13,955,000 after acquiring an additional 30,928 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Up 0.3 %

Shares of BATS NEAR opened at $50.54 on Thursday. iShares Short Duration Bond Active ETF has a 1-year low of $50.10 and a 1-year high of $50.30. The company has a 50-day moving average of $50.59 and a two-hundred day moving average of $50.74.

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.