Kwmg LLC Increases Position in iShares Short Duration Bond Active ETF (BATS:NEAR)

Kwmg LLC lifted its position in shares of iShares Short Duration Bond Active ETF (BATS:NEARFree Report) by 1.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 272,955 shares of the company’s stock after purchasing an additional 3,699 shares during the period. iShares Short Duration Bond Active ETF comprises approximately 1.4% of Kwmg LLC’s portfolio, making the stock its 20th largest position. Kwmg LLC owned approximately 0.46% of iShares Short Duration Bond Active ETF worth $13,784,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. First Citizens Financial Corp boosted its holdings in iShares Short Duration Bond Active ETF by 0.4% in the fourth quarter. First Citizens Financial Corp now owns 62,260 shares of the company’s stock valued at $3,144,000 after purchasing an additional 259 shares in the last quarter. D.A. Davidson & CO. increased its position in iShares Short Duration Bond Active ETF by 2.7% during the third quarter. D.A. Davidson & CO. now owns 10,760 shares of the company’s stock worth $551,000 after buying an additional 280 shares during the period. Sugarloaf Wealth Management LLC lifted its stake in iShares Short Duration Bond Active ETF by 3.0% in the fourth quarter. Sugarloaf Wealth Management LLC now owns 10,074 shares of the company’s stock valued at $509,000 after buying an additional 289 shares during the last quarter. Private Trust Co. NA boosted its holdings in shares of iShares Short Duration Bond Active ETF by 9.3% in the third quarter. Private Trust Co. NA now owns 4,879 shares of the company’s stock valued at $250,000 after acquiring an additional 417 shares during the period. Finally, Financial Avengers Inc. purchased a new position in shares of iShares Short Duration Bond Active ETF during the third quarter worth approximately $26,000.

iShares Short Duration Bond Active ETF Stock Performance

Shares of iShares Short Duration Bond Active ETF stock traded down $0.12 during trading on Monday, reaching $50.40. The company’s stock had a trading volume of 687,222 shares. The company has a 50-day moving average price of $50.60 and a two-hundred day moving average price of $50.74. iShares Short Duration Bond Active ETF has a fifty-two week low of $50.10 and a fifty-two week high of $50.30.

iShares Short Duration Bond Active ETF Company Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares Short Duration Bond Active ETF (BATS:NEAR)

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