Creative Planning Invests $263,000 in iShares Short Duration Bond Active ETF (BATS:NEAR)

Creative Planning bought a new stake in iShares Short Duration Bond Active ETF (BATS:NEAR) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 5,136 shares of the company’s stock, valued at approximately $263,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Janney Montgomery Scott LLC acquired a new position in shares of iShares Short Duration Bond Active ETF during the 1st quarter worth about $966,000. InterOcean Capital Group LLC boosted its holdings in iShares Short Duration Bond Active ETF by 4.3% in the first quarter. InterOcean Capital Group LLC now owns 254,965 shares of the company’s stock valued at $12,866,000 after purchasing an additional 10,578 shares in the last quarter. Westside Investment Management Inc. increased its stake in iShares Short Duration Bond Active ETF by 4.5% in the second quarter. Westside Investment Management Inc. now owns 30,200 shares of the company’s stock valued at $1,521,000 after purchasing an additional 1,300 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC raised its holdings in iShares Short Duration Bond Active ETF by 9.9% during the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 71,020 shares of the company’s stock worth $3,574,000 after purchasing an additional 6,418 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its position in shares of iShares Short Duration Bond Active ETF by 10.6% during the 2nd quarter. Bank of New York Mellon Corp now owns 10,762 shares of the company’s stock worth $542,000 after buying an additional 1,032 shares during the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

Shares of iShares Short Duration Bond Active ETF stock opened at $50.70 on Friday. The company has a fifty day simple moving average of $50.96 and a 200-day simple moving average of $50.60. iShares Short Duration Bond Active ETF has a 12-month low of $50.10 and a 12-month high of $50.30.

iShares Short Duration Bond Active ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Friday, September 6th. Shareholders of record on Tuesday, September 3rd were issued a dividend of $0.2099 per share. The ex-dividend date was Tuesday, September 3rd.

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.