iShares Short Duration Bond Active ETF $NEAR is MBM Wealth Consultants LLC’s 10th Largest Position

MBM Wealth Consultants LLC increased its holdings in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 14.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 337,510 shares of the company’s stock after purchasing an additional 43,353 shares during the period. iShares Short Duration Bond Active ETF accounts for 3.9% of MBM Wealth Consultants LLC’s investment portfolio, making the stock its 10th largest holding. MBM Wealth Consultants LLC owned 0.52% of iShares Short Duration Bond Active ETF worth $17,157,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of NEAR. Kelleher Financial Advisors acquired a new position in iShares Short Duration Bond Active ETF in the third quarter valued at $26,000. Godfrey Financial Associates Inc. acquired a new stake in shares of iShares Short Duration Bond Active ETF during the fourth quarter worth about $35,000. MidAtlantic Capital Management Inc. acquired a new stake in shares of iShares Short Duration Bond Active ETF during the fourth quarter worth about $46,000. Tower Research Capital LLC TRC acquired a new stake in shares of iShares Short Duration Bond Active ETF during the second quarter worth about $76,000. Finally, Maseco LLP purchased a new position in shares of iShares Short Duration Bond Active ETF during the fourth quarter worth about $88,000.

iShares Short Duration Bond Active ETF Stock Performance

Shares of NEAR stock opened at $50.63 on Thursday. iShares Short Duration Bond Active ETF has a 52-week low of $50.48 and a 52-week high of $51.37. The stock’s 50-day moving average price is $50.70 and its 200 day moving average price is $50.92.

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.