Klaas Financial Asset Advisors LLC Has $8.95 Million Stock Position in iShares Short Duration Bond Active ETF (BATS:NEAR)

Klaas Financial Asset Advisors LLC raised its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 2.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 177,275 shares of the company’s stock after purchasing an additional 4,386 shares during the period. iShares Short Duration Bond Active ETF makes up about 1.6% of Klaas Financial Asset Advisors LLC’s portfolio, making the stock its 14th largest holding. Klaas Financial Asset Advisors LLC’s holdings in iShares Short Duration Bond Active ETF were worth $8,952,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in NEAR. Fortis Advisors LLC lifted its holdings in shares of iShares Short Duration Bond Active ETF by 1.6% during the 4th quarter. Fortis Advisors LLC now owns 13,845 shares of the company’s stock worth $699,000 after acquiring an additional 219 shares during the period. First Citizens Financial Corp boosted its holdings in shares of iShares Short Duration Bond Active ETF by 0.4% in the 4th quarter. First Citizens Financial Corp now owns 62,260 shares of the company’s stock valued at $3,144,000 after purchasing an additional 259 shares in the last quarter. D.A. Davidson & CO. increased its stake 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 valued at $551,000 after purchasing an additional 280 shares during the last quarter. Sugarloaf Wealth Management LLC raised its holdings in shares of iShares Short Duration Bond Active ETF by 3.0% during the 4th quarter. Sugarloaf Wealth Management LLC now owns 10,074 shares of the company’s stock worth $509,000 after buying an additional 289 shares in the last quarter. Finally, Private Trust Co. NA lifted its position in shares of iShares Short Duration Bond Active ETF by 9.3% during the 3rd quarter. Private Trust Co. NA now owns 4,879 shares of the company’s stock worth $250,000 after buying an additional 417 shares during the last quarter.

iShares Short Duration Bond Active ETF Stock Up 0.5 %

BATS:NEAR opened at $50.65 on Monday. iShares Short Duration Bond Active ETF has a twelve month low of $50.10 and a twelve month high of $50.30. The stock’s 50-day simple moving average is $50.58 and its 200 day simple moving average is $50.76.

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.