Bartlett & CO. Wealth Management LLC Takes Position in iShares Short Duration Bond Active ETF (BATS:NEAR)

Bartlett & CO. Wealth Management LLC acquired a new position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) in the fourth quarter, HoldingsChannel reports. The fund acquired 880 shares of the company’s stock, valued at approximately $44,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Westside Investment Management Inc. increased its stake in iShares Short Duration Bond Active ETF by 5.0% in the fourth quarter. Westside Investment Management Inc. now owns 32,450 shares of the company’s stock valued at $1,639,000 after purchasing an additional 1,550 shares in the last quarter. Investment Advisory Group LLC grew its holdings in shares of iShares Short Duration Bond Active ETF by 7.2% in the 4th quarter. Investment Advisory Group LLC now owns 19,213 shares of the company’s stock valued at $970,000 after buying an additional 1,290 shares during the period. MBM Wealth Consultants LLC increased its position in shares of iShares Short Duration Bond Active ETF by 23.3% in the 4th quarter. MBM Wealth Consultants LLC now owns 216,438 shares of the company’s stock valued at $10,924,000 after buying an additional 40,963 shares in the last quarter. Atomi Financial Group Inc. acquired a new stake in iShares Short Duration Bond Active ETF during the 4th quarter worth $205,000. Finally, Alpha Cubed Investments LLC lifted its holdings in iShares Short Duration Bond Active ETF by 22.1% during the fourth quarter. Alpha Cubed Investments LLC now owns 6,272 shares of the company’s stock worth $317,000 after acquiring an additional 1,137 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Up 0.5 %

BATS NEAR opened at $50.65 on Friday. The stock’s 50-day moving average is $50.58 and its 200-day moving average is $50.75. iShares Short Duration Bond Active ETF has a one year low of $50.10 and a one year 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.