Sugarloaf Wealth Management LLC Purchases 289 Shares of iShares Short Duration Bond Active ETF (BATS:NEAR)

Sugarloaf Wealth Management LLC lifted its position in iShares Short Duration Bond Active ETF (BATS:NEAR) by 3.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,074 shares of the company’s stock after acquiring an additional 289 shares during the period. Sugarloaf Wealth Management LLC’s holdings in iShares Short Duration Bond Active ETF were worth $509,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. First Citizens Financial Corp grew its stake 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 worth $3,144,000 after purchasing an additional 259 shares during the period. D.A. Davidson & CO. grew its position in shares of iShares Short Duration Bond Active ETF by 2.7% in the 3rd 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. Private Trust Co. NA increased its stake in shares of iShares Short Duration Bond Active ETF by 9.3% in the 3rd quarter. Private Trust Co. NA now owns 4,879 shares of the company’s stock worth $250,000 after acquiring an additional 417 shares in the last quarter. Financial Avengers Inc. purchased a new position in iShares Short Duration Bond Active ETF during the 3rd quarter valued at about $26,000. Finally, Aptus Capital Advisors LLC purchased a new position in iShares Short Duration Bond Active ETF during the 3rd quarter valued at about $30,000.

iShares Short Duration Bond Active ETF Price Performance

NEAR traded up $0.04 during midday trading on Friday, reaching $50.52. The company’s stock had a trading volume of 440,430 shares. iShares Short Duration Bond Active ETF has a 1 year low of $50.10 and a 1 year high of $50.30. The stock’s 50-day moving average is $50.60 and its 200-day moving average is $50.73.

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.