Lynch Investment Planning LLC Takes $919,000 Position in iShares Short Duration Bond Active ETF $NEAR

Lynch Investment Planning LLC acquired a new position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 17,993 shares of the company’s stock, valued at approximately $919,000. iShares Short Duration Bond Active ETF comprises approximately 0.9% of Lynch Investment Planning LLC’s holdings, making the stock its 23rd largest position.

A number of other large investors have also recently made changes to their positions in NEAR. Northwestern Mutual Wealth Management Co. raised its holdings in shares of iShares Short Duration Bond Active ETF by 2,461.1% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 3,833,023 shares of the company’s stock worth $195,867,000 after purchasing an additional 3,683,358 shares during the period. Axxcess Wealth Management LLC raised its holdings in shares of iShares Short Duration Bond Active ETF by 269.2% in the 4th quarter. Axxcess Wealth Management LLC now owns 715,788 shares of the company’s stock valued at $36,577,000 after acquiring an additional 521,925 shares in the last quarter. Corient Private Wealth LLC purchased a new position in shares of iShares Short Duration Bond Active ETF in the second quarter worth $15,660,000. Bank of America Corp DE raised its holdings in iShares Short Duration Bond Active ETF by 8.8% during the 2nd quarter. Bank of America Corp DE now owns 3,503,322 shares of the company’s stock valued at $179,020,000 after buying an additional 284,084 shares during the last quarter. Finally, UBS Group AG boosted its position in iShares Short Duration Bond Active ETF by 19.6% during the 4th quarter. UBS Group AG now owns 1,613,264 shares of the company’s stock valued at $82,438,000 after buying an additional 264,887 shares during the period.

iShares Short Duration Bond Active ETF Price Performance

Shares of NEAR opened at $50.58 on Friday. iShares Short Duration Bond Active ETF has a twelve month low of $50.48 and a twelve month high of $51.37. The firm has a fifty day simple moving average of $50.72 and a two-hundred day simple moving average of $50.94.

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.