Optivise Advisory Services LLC Has $5.27 Million Stock Holdings in iShares Short Duration Bond Active ETF $NEAR

Optivise Advisory Services LLC raised its position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 28.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 103,164 shares of the company’s stock after purchasing an additional 22,554 shares during the quarter. iShares Short Duration Bond Active ETF comprises about 3.0% of Optivise Advisory Services LLC’s investment portfolio, making the stock its 4th largest position. Optivise Advisory Services LLC’s holdings in iShares Short Duration Bond Active ETF were worth $5,272,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Bank of America Corp DE increased its holdings in shares of iShares Short Duration Bond Active ETF by 0.6% in the 3rd quarter. Bank of America Corp DE now owns 3,523,153 shares of the company’s stock valued at $180,667,000 after acquiring an additional 19,831 shares during the last quarter. UBS Group AG lifted its stake in iShares Short Duration Bond Active ETF by 16.1% during the third quarter. UBS Group AG now owns 1,348,377 shares of the company’s stock worth $69,145,000 after purchasing an additional 186,570 shares during the last quarter. Raymond James Financial Inc. lifted its stake in iShares Short Duration Bond Active ETF by 9.0% during the third quarter. Raymond James Financial Inc. now owns 1,064,764 shares of the company’s stock worth $54,601,000 after purchasing an additional 87,689 shares during the last quarter. Ameriprise Financial Inc. boosted its holdings in iShares Short Duration Bond Active ETF by 2.8% in the third quarter. Ameriprise Financial Inc. now owns 944,079 shares of the company’s stock worth $48,412,000 after purchasing an additional 25,890 shares during the period. Finally, Alexander Randolph Advisory Inc. boosted its holdings in iShares Short Duration Bond Active ETF by 19.5% in the third quarter. Alexander Randolph Advisory Inc. now owns 436,146 shares of the company’s stock worth $22,366,000 after purchasing an additional 71,275 shares during the period.

iShares Short Duration Bond Active ETF Trading Up 0.1%

NEAR stock opened at $50.72 on Thursday. iShares Short Duration Bond Active ETF has a 1-year low of $50.32 and a 1-year high of $51.37. The firm has a fifty day moving average price of $51.08 and a two-hundred day moving average price of $51.16.

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.