Syntegra Private Wealth Group LLC Has $8.66 Million Stock Holdings in iShares Short Duration Bond Active ETF $NEAR

by · The Cerbat Gem

Syntegra Private Wealth Group LLC grew its position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 300.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 168,784 shares of the company’s stock after purchasing an additional 126,586 shares during the quarter. iShares Short Duration Bond Active ETF comprises approximately 0.8% of Syntegra Private Wealth Group LLC’s investment portfolio, making the stock its 18th largest position. Syntegra Private Wealth Group LLC owned approximately 0.26% of iShares Short Duration Bond Active ETF worth $8,655,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Ameriprise Financial Inc. lifted its holdings in iShares Short Duration Bond Active ETF by 40.6% in the first quarter. Ameriprise Financial Inc. now owns 750,979 shares of the company’s stock valued at $38,137,000 after buying an additional 216,744 shares during the period. Synovus Financial Corp acquired a new position in shares of iShares Short Duration Bond Active ETF in the 1st quarter valued at about $207,000. Baird Financial Group Inc. boosted its position in shares of iShares Short Duration Bond Active ETF by 0.7% during the 1st quarter. Baird Financial Group Inc. now owns 46,238 shares of the company’s stock valued at $2,352,000 after purchasing an additional 303 shares in the last quarter. Royal Bank of Canada grew its stake in iShares Short Duration Bond Active ETF by 32.0% during the first quarter. Royal Bank of Canada now owns 567,649 shares of the company’s stock worth $28,876,000 after purchasing an additional 137,456 shares during the period. Finally, Core Wealth Advisors Inc. increased its holdings in iShares Short Duration Bond Active ETF by 2.5% in the first quarter. Core Wealth Advisors Inc. now owns 17,158 shares of the company’s stock worth $873,000 after purchasing an additional 425 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

iShares Short Duration Bond Active ETF stock opened at $51.05 on Friday. The stock’s 50 day moving average price is $51.19 and its two-hundred day moving average price is $51.11. iShares Short Duration Bond Active ETF has a 52-week low of $50.25 and a 52-week high of $51.40.

iShares Short Duration Bond Active ETF Profile

(Free Report)

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.

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