iShares Short Duration Bond Active ETF $NEAR Shares Acquired by UBS Group AG

UBS Group AG grew its holdings in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 19.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,613,264 shares of the company’s stock after purchasing an additional 264,887 shares during the period. UBS Group AG’s holdings in iShares Short Duration Bond Active ETF were worth $82,438,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Investment Advisory Group LLC increased its position in iShares Short Duration Bond Active ETF by 1.1% during the 4th quarter. Investment Advisory Group LLC now owns 18,053 shares of the company’s stock valued at $923,000 after buying an additional 200 shares in the last quarter. Capital Investment Advisory Services LLC boosted its holdings in iShares Short Duration Bond Active ETF by 7.4% in the third quarter. Capital Investment Advisory Services LLC now owns 3,178 shares of the company’s stock worth $163,000 after acquiring an additional 220 shares in the last quarter. Geneos Wealth Management Inc. boosted its holdings in iShares Short Duration Bond Active ETF by 11.2% in the fourth quarter. Geneos Wealth Management Inc. now owns 2,293 shares of the company’s stock worth $117,000 after acquiring an additional 231 shares in the last quarter. First Heartland Consultants Inc. grew its stake in shares of iShares Short Duration Bond Active ETF by 4.0% during the third quarter. First Heartland Consultants Inc. now owns 6,437 shares of the company’s stock worth $330,000 after acquiring an additional 250 shares during the last quarter. Finally, Live Oak Private Wealth LLC grew its stake in shares of iShares Short Duration Bond Active ETF by 1.5% during the fourth quarter. Live Oak Private Wealth LLC now owns 20,447 shares of the company’s stock worth $1,045,000 after acquiring an additional 311 shares during the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

NEAR opened at $50.67 on Monday. The firm’s 50-day moving average price is $50.89 and its 200-day moving average price is $51.08. iShares Short Duration Bond Active ETF has a 52-week low of $50.58 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.