EP Wealth Advisors LLC Trims Holdings in iShares Short Duration Bond Active ETF (BATS:NEAR)

EP Wealth Advisors LLC lowered its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 28.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 14,512 shares of the company’s stock after selling 5,885 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares Short Duration Bond Active ETF were worth $744,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Aptus Capital Advisors LLC bought a new stake in shares of iShares Short Duration Bond Active ETF during the third quarter valued at approximately $30,000. Capstone Triton Financial Group LLC bought a new position in shares of iShares Short Duration Bond Active ETF during the third quarter valued at approximately $203,000. Ingalls & Snyder LLC purchased a new position in shares of iShares Short Duration Bond Active ETF during the third quarter valued at approximately $205,000. Private Trust Co. NA boosted its position in shares of iShares Short Duration Bond Active ETF by 9.3% in the 3rd quarter. Private Trust Co. NA now owns 4,879 shares of the company’s stock worth $250,000 after purchasing an additional 417 shares in the last quarter. Finally, Rockwood Wealth Management LLC purchased a new stake in shares of iShares Short Duration Bond Active ETF in the 3rd quarter worth approximately $255,000.

iShares Short Duration Bond Active ETF Trading Down 0.1 %

Shares of BATS:NEAR opened at $50.76 on Wednesday. The stock has a fifty day simple moving average of $50.76 and a two-hundred day simple moving average of $50.69. iShares Short Duration Bond Active ETF has a 12-month low of $50.10 and a 12-month high of $50.30.

About iShares Short Duration Bond Active ETF

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.