Naples Global Advisors LLC Lowers Holdings in iShares Short Duration Bond Active ETF $NEAR

Naples Global Advisors LLC cut its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 19.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,778 shares of the company’s stock after selling 6,950 shares during the period. Naples Global Advisors LLC’s holdings in iShares Short Duration Bond Active ETF were worth $1,471,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. Clearwater Capital Advisors LLC lifted its holdings in iShares Short Duration Bond Active ETF by 2.4% in the 1st quarter. Clearwater Capital Advisors LLC now owns 2,613,800 shares of the company’s stock worth $132,964,000 after purchasing an additional 62,036 shares in the last quarter. LPL Financial LLC lifted its holdings in iShares Short Duration Bond Active ETF by 9.0% in the 1st quarter. LPL Financial LLC now owns 2,392,108 shares of the company’s stock worth $121,687,000 after purchasing an additional 198,499 shares in the last quarter. Raymond James Financial Inc. lifted its holdings in iShares Short Duration Bond Active ETF by 0.8% in the 1st quarter. Raymond James Financial Inc. now owns 1,341,153 shares of the company’s stock worth $68,224,000 after purchasing an additional 10,058 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in iShares Short Duration Bond Active ETF by 40.6% in the 1st quarter. Ameriprise Financial Inc. now owns 750,979 shares of the company’s stock worth $38,137,000 after purchasing an additional 216,744 shares in the last quarter. Finally, Summit Financial LLC purchased a new position in iShares Short Duration Bond Active ETF in the 1st quarter worth approximately $36,551,000.

iShares Short Duration Bond Active ETF Price Performance

BATS NEAR opened at $51.19 on Friday. The stock’s 50 day moving average is $51.15 and its 200 day moving average is $50.92. iShares Short Duration Bond Active ETF has a 12 month low of $50.25 and a 12 month high of $51.40.

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.