80,610 Shares in iShares Short Duration Bond Active ETF $NEAR Acquired by Optivise Advisory Services LLC

Optivise Advisory Services LLC purchased a new stake in iShares Short Duration Bond Active ETF (BATS:NEAR) in the 3rd quarter, according to its most recent filing with the SEC. The fund purchased 80,610 shares of the company’s stock, valued at approximately $4,134,000. iShares Short Duration Bond Active ETF comprises about 2.5% of Optivise Advisory Services LLC’s portfolio, making the stock its 5th largest position. Optivise Advisory Services LLC owned 0.12% of iShares Short Duration Bond Active ETF at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the business. Charter Oak Capital Management LLC grew its position in shares of iShares Short Duration Bond Active ETF by 3.4% in the second quarter. Charter Oak Capital Management LLC now owns 6,342 shares of the company’s stock valued at $324,000 after purchasing an additional 207 shares during the period. AE Wealth Management LLC boosted its stake in iShares Short Duration Bond Active ETF by 27.1% in the 2nd quarter. AE Wealth Management LLC now owns 1,023 shares of the company’s stock worth $52,000 after buying an additional 218 shares during the last quarter. Castle Rock Wealth Management LLC grew its holdings in iShares Short Duration Bond Active ETF by 0.6% in the 3rd quarter. Castle Rock Wealth Management LLC now owns 42,745 shares of the company’s stock valued at $2,188,000 after buying an additional 252 shares during the period. Janney Montgomery Scott LLC grew its holdings in iShares Short Duration Bond Active ETF by 1.9% in the 2nd quarter. Janney Montgomery Scott LLC now owns 15,120 shares of the company’s stock valued at $773,000 after buying an additional 282 shares during the period. Finally, Baird Financial Group Inc. increased its stake in shares of iShares Short Duration Bond Active ETF by 0.7% during the 1st quarter. Baird Financial Group Inc. now owns 46,238 shares of the company’s stock valued at $2,352,000 after acquiring an additional 303 shares during the last quarter.

iShares Short Duration Bond Active ETF Price Performance

NEAR opened at $51.07 on Monday. The company’s 50 day simple moving average is $51.19 and its 200 day simple moving average is $51.11. iShares Short Duration Bond Active ETF has a 1 year low of $50.25 and a 1 year high of $51.40.

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.