iShares Short Duration Bond Active ETF $NEAR Stake Cut by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC cut its position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 8.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 99,640 shares of the company’s stock after selling 9,182 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in iShares Short Duration Bond Active ETF were worth $5,092,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Charter Oak Capital Management LLC lifted its stake in iShares Short Duration Bond Active ETF by 3.4% in the second quarter. Charter Oak Capital Management LLC now owns 6,342 shares of the company’s stock valued at $324,000 after buying an additional 207 shares during the last quarter. New Capital Management LP lifted its stake in iShares Short Duration Bond Active ETF by 4.8% in the first quarter. New Capital Management LP now owns 5,865 shares of the company’s stock valued at $298,000 after buying an additional 269 shares during the last quarter. Janney Montgomery Scott LLC lifted its stake in iShares Short Duration Bond Active ETF by 1.9% in the second quarter. Janney Montgomery Scott LLC now owns 15,120 shares of the company’s stock valued at $773,000 after buying an additional 282 shares during the last quarter. Baird Financial Group Inc. lifted its stake in iShares Short Duration Bond Active ETF by 0.7% in the first quarter. Baird Financial Group Inc. now owns 46,238 shares of the company’s stock valued at $2,352,000 after buying an additional 303 shares during the last quarter. Finally, Syntegra Private Wealth Group LLC lifted its stake in iShares Short Duration Bond Active ETF by 3.0% in the first quarter. Syntegra Private Wealth Group LLC now owns 13,692 shares of the company’s stock valued at $696,000 after buying an additional 394 shares during the last quarter.

iShares Short Duration Bond Active ETF Trading Up 1.8%

NEAR stock opened at $51.33 on Thursday. iShares Short Duration Bond Active ETF has a 1 year low of $50.25 and a 1 year high of $51.40. The stock’s fifty day moving average is $51.21 and its two-hundred day moving average is $50.96.

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.