MBM Wealth Consultants LLC Raises Stock Position in iShares Short Duration Bond Active ETF (BATS:NEAR)

MBM Wealth Consultants LLC grew its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 23.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 216,438 shares of the company’s stock after acquiring an additional 40,963 shares during the period. iShares Short Duration Bond Active ETF comprises about 3.3% of MBM Wealth Consultants LLC’s investment portfolio, making the stock its 11th biggest position. MBM Wealth Consultants LLC owned about 0.37% of iShares Short Duration Bond Active ETF worth $10,924,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. LPL Financial LLC increased its holdings in iShares Short Duration Bond Active ETF by 6.6% in the 3rd quarter. LPL Financial LLC now owns 2,050,644 shares of the company’s stock valued at $105,075,000 after acquiring an additional 127,069 shares during the last quarter. Bank of Montreal Can increased its stake in iShares Short Duration Bond Active ETF by 33.7% in the 3rd quarter. Bank of Montreal Can now owns 485,560 shares of the company’s stock worth $24,904,000 after acquiring an additional 122,308 shares during the last quarter. Integrated Investment Consultants LLC raised its holdings in shares of iShares Short Duration Bond Active ETF by 1,169.8% during the 3rd quarter. Integrated Investment Consultants LLC now owns 99,842 shares of the company’s stock worth $5,116,000 after acquiring an additional 91,979 shares in the last quarter. Axxcess Wealth Management LLC bought a new position in shares of iShares Short Duration Bond Active ETF during the 3rd quarter valued at approximately $4,467,000. Finally, Donaldson Capital Management LLC grew its holdings in shares of iShares Short Duration Bond Active ETF by 7.0% in the third quarter. Donaldson Capital Management LLC now owns 625,024 shares of the company’s stock valued at $32,026,000 after purchasing an additional 40,738 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

Shares of NEAR opened at $50.60 on Wednesday. iShares Short Duration Bond Active ETF has a fifty-two week low of $50.10 and a fifty-two week high of $50.30. The company’s fifty day moving average is $50.58 and its 200 day moving average is $50.75.

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.