San Luis Wealth Advisors LLC Has $6.20 Million Stock Holdings in iShares Short Duration Bond Active ETF $NEAR

San Luis Wealth Advisors LLC lifted its holdings in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 23.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 120,861 shares of the company’s stock after purchasing an additional 22,752 shares during the period. iShares Short Duration Bond Active ETF accounts for about 1.1% of San Luis Wealth Advisors LLC’s portfolio, making the stock its 27th biggest position. San Luis Wealth Advisors LLC owned 0.18% of iShares Short Duration Bond Active ETF worth $6,198,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. AE Wealth Management LLC boosted its position in shares of iShares Short Duration Bond Active ETF by 27.1% during the 2nd quarter. AE Wealth Management LLC now owns 1,023 shares of the company’s stock worth $52,000 after purchasing an additional 218 shares in the last quarter. Allworth Financial LP acquired a new position in iShares Short Duration Bond Active ETF during the 2nd quarter worth approximately $256,000. Creative Planning boosted its holdings in iShares Short Duration Bond Active ETF by 56.0% in the second quarter. Creative Planning now owns 14,579 shares of the company’s stock worth $745,000 after acquiring an additional 5,232 shares in the last quarter. Kingsview Wealth Management LLC grew its stake in iShares Short Duration Bond Active ETF by 76.9% in the second quarter. Kingsview Wealth Management LLC now owns 61,149 shares of the company’s stock valued at $3,125,000 after acquiring an additional 26,587 shares during the period. Finally, Rockefeller Capital Management L.P. increased its holdings in shares of iShares Short Duration Bond Active ETF by 6.9% during the second quarter. Rockefeller Capital Management L.P. now owns 57,766 shares of the company’s stock valued at $2,952,000 after acquiring an additional 3,728 shares in the last quarter.

iShares Short Duration Bond Active ETF Trading Up 0.1%

Shares of NEAR opened at $50.90 on Wednesday. The business’s fifty day moving average is $51.13 and its 200 day moving average is $51.17. iShares Short Duration Bond Active ETF has a 12-month low of $50.32 and a 12-month high of $51.37.

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.