Donaldson Capital Management LLC trimmed its stake in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 5.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 426,381 shares of the company’s stock after selling 22,699 shares during the period. Donaldson Capital Management LLC owned about 0.65% of iShares Short Duration Bond Active ETF worth $21,788,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently made changes to their positions in NEAR. Capital Investment Advisory Services LLC lifted its stake in shares of iShares Short Duration Bond Active ETF by 7.4% in the third quarter. Capital Investment Advisory Services LLC now owns 3,178 shares of the company’s stock valued at $163,000 after buying an additional 220 shares during the period. First Heartland Consultants Inc. grew its position in iShares Short Duration Bond Active ETF by 4.0% during the third quarter. First Heartland Consultants Inc. now owns 6,437 shares of the company’s stock worth $330,000 after buying an additional 250 shares in the last quarter. Castle Rock Wealth Management LLC increased its stake in iShares Short Duration Bond Active ETF by 0.6% during the third quarter. Castle Rock Wealth Management LLC now owns 42,745 shares of the company’s stock valued at $2,188,000 after acquiring an additional 252 shares during the period. CoreCap Advisors LLC increased its stake in iShares Short Duration Bond Active ETF by 4.0% during the fourth quarter. CoreCap Advisors LLC now owns 8,281 shares of the company’s stock valued at $423,000 after acquiring an additional 315 shares during the period. Finally, Private Client Services LLC increased its stake in iShares Short Duration Bond Active ETF by 3.8% during the third quarter. Private Client Services LLC now owns 9,471 shares of the company’s stock valued at $486,000 after acquiring an additional 351 shares during the period.
iShares Short Duration Bond Active ETF Price Performance
iShares Short Duration Bond Active ETF stock opened at $50.67 on Monday. The business has a 50 day moving average price of $51.06 and a two-hundred day moving average price of $51.15. iShares Short Duration Bond Active ETF has a 12 month low of $50.32 and a 12 month high of $51.37.
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.
Further Reading
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