W.G. Shaheen & Associates DBA Whitney & Co Has $17.55 Million Holdings in iShares Short Maturity Bond ETF (BATS:NEAR)

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W.G. Shaheen & Associates DBA Whitney & Co lifted its stake in iShares Short Maturity Bond ETF (BATS:NEAR) by 2.0% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 348,716 shares of the company’s stock after purchasing an additional 6,719 shares during the quarter. iShares Short Maturity Bond ETF accounts for about 3.9% of W.G. Shaheen & Associates DBA Whitney & Co’s investment portfolio, making the stock its 4th largest holding. W.G. Shaheen & Associates DBA Whitney & Co’s holdings in iShares Short Maturity Bond ETF were worth $17,551,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently added to or reduced their stakes in the company. Marino Stram & Associates LLC raised its stake in shares of iShares Short Maturity Bond ETF by 80.6% during the 1st quarter. Marino Stram & Associates LLC now owns 753 shares of the company’s stock worth $38,000 after purchasing an additional 336 shares in the last quarter. Steward Partners Investment Advisory LLC grew its holdings in shares of iShares Short Maturity Bond ETF by 0.9% during the 1st quarter. Steward Partners Investment Advisory LLC now owns 37,904 shares of the company’s stock worth $1,904,000 after purchasing an additional 356 shares in the last quarter. SeaBridge Investment Advisors LLC grew its holdings in shares of iShares Short Maturity Bond ETF by 1.4% during the 2nd quarter. SeaBridge Investment Advisors LLC now owns 30,165 shares of the company’s stock worth $1,518,000 after purchasing an additional 430 shares in the last quarter. Wetherby Asset Management Inc. grew its holdings in shares of iShares Short Maturity Bond ETF by 8.5% during the 2nd quarter. Wetherby Asset Management Inc. now owns 5,948 shares of the company’s stock worth $299,000 after purchasing an additional 464 shares in the last quarter. Finally, Global Wealth Management Investment Advisory Inc. boosted its stake in iShares Short Maturity Bond ETF by 90.5% in the 1st quarter. Global Wealth Management Investment Advisory Inc. now owns 979 shares of the company’s stock valued at $49,000 after buying an additional 465 shares in the last quarter.

NEAR traded up $0.01 during trading on Friday, hitting $50.33. The company’s stock had a trading volume of 365,531 shares. The firm’s 50 day moving average price is $50.28 and its two-hundred day moving average price is $50.21. iShares Short Maturity Bond ETF has a 12 month low of $50.10 and a 12 month high of $50.30.

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Institutional Ownership by Quarter for iShares Short Maturity Bond ETF (BATS:NEAR)

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