Realta Investment Advisors boosted its holdings in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 1.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 50,379 shares of the company’s stock after buying an additional 871 shares during the quarter. iShares Short Duration Bond Active ETF accounts for about 1.0% of Realta Investment Advisors’ portfolio, making the stock its 20th largest holding. Realta Investment Advisors owned about 0.09% of iShares Short Duration Bond Active ETF worth $2,543,000 at the end of the most recent quarter.
Other institutional investors also recently bought and sold shares of the company. LPL Financial LLC increased its holdings in shares of iShares Short Duration Bond Active ETF by 6.6% during the 3rd quarter. LPL Financial LLC now owns 2,050,644 shares of the company’s stock valued at $105,075,000 after purchasing an additional 127,069 shares in the last quarter. Donaldson Capital Management LLC increased its holdings in shares of iShares Short Duration Bond Active ETF by 7.0% during the 3rd quarter. Donaldson Capital Management LLC now owns 625,024 shares of the company’s stock valued at $32,026,000 after purchasing an additional 40,738 shares in the last quarter. Bank of Montreal Can increased its holdings in shares of iShares Short Duration Bond Active ETF by 33.7% during the 3rd quarter. Bank of Montreal Can now owns 485,560 shares of the company’s stock valued at $24,904,000 after purchasing an additional 122,308 shares in the last quarter. Union Bancaire Privee UBP SA purchased a new position in shares of iShares Short Duration Bond Active ETF during the 4th quarter valued at approximately $16,479,000. Finally, Kwmg LLC increased its holdings in shares of iShares Short Duration Bond Active ETF by 1.4% during the 4th quarter. Kwmg LLC now owns 272,955 shares of the company’s stock valued at $13,784,000 after purchasing an additional 3,699 shares in the last quarter.
iShares Short Duration Bond Active ETF Stock Up 0.3 %
BATS:NEAR opened at $50.57 on Friday. The company has a 50 day moving average price of $50.58 and a 200-day moving average price of $50.77. iShares Short Duration Bond Active ETF has a 1-year low of $50.10 and a 1-year high of $50.30.
iShares Short Duration Bond Active ETF Cuts Dividend
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.
Recommended Stories
- Five stocks we like better than iShares Short Duration Bond Active ETF
- What is an Earnings Surprise?
- Uber’s Business, Cash Flow, and AI are Why it Will Set a New High
- What Are Treasury Bonds?
- Weak Guidance from Bristol-Myers Could Be Creating an Opportunity
- 3 Monster Growth Stocks to Buy Now
- These are the 3 Stocks Most Likely to Split in 2025
Want to see what other hedge funds are holding NEAR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report).
Receive News & Ratings for iShares Short Duration Bond Active ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Short Duration Bond Active ETF and related companies with MarketBeat.com's FREE daily email newsletter.