Cassady Schiller Wealth Management LLC Lowers Stock Holdings in iShares Short Duration Bond Active ETF (BATS:NEAR)

Cassady Schiller Wealth Management LLC reduced its position in iShares Short Duration Bond Active ETF (BATS:NEAR) by 4.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 76,413 shares of the company’s stock after selling 3,859 shares during the period. iShares Short Duration Bond Active ETF comprises approximately 1.4% of Cassady Schiller Wealth Management LLC’s holdings, making the stock its 15th biggest holding. Cassady Schiller Wealth Management LLC owned 0.13% of iShares Short Duration Bond Active ETF worth $3,859,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brookstone Capital Management grew its stake in shares of iShares Short Duration Bond Active ETF by 3.6% during the 4th quarter. Brookstone Capital Management now owns 61,306 shares of the company’s stock valued at $3,096,000 after buying an additional 2,156 shares during the period. Atria Wealth Solutions Inc. grew its stake in shares of iShares Short Duration Bond Active ETF by 39.7% during the 4th quarter. Atria Wealth Solutions Inc. now owns 21,426 shares of the company’s stock valued at $1,082,000 after buying an additional 6,090 shares during the period. Westside Investment Management Inc. grew its stake in shares of iShares Short Duration Bond Active ETF by 5.0% during the 4th quarter. Westside Investment Management Inc. now owns 32,450 shares of the company’s stock valued at $1,639,000 after buying an additional 1,550 shares during the period. Principal Securities Inc. grew its stake in shares of iShares Short Duration Bond Active ETF by 15.0% during the 4th quarter. Principal Securities Inc. now owns 2,271 shares of the company’s stock valued at $115,000 after buying an additional 297 shares during the period. Finally, Kwmg LLC grew its stake 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 buying an additional 3,699 shares during the period.

iShares Short Duration Bond Active ETF Price Performance

Shares of BATS NEAR opened at $50.72 on Monday. The firm has a fifty day moving average of $50.63 and a 200-day moving average of $50.75. iShares Short Duration Bond Active ETF has a 52-week low of $50.10 and a 52-week high of $50.30.

iShares Short Duration Bond Active ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Thursday, March 6th. Investors of record on Monday, March 3rd were given a dividend of $0.1802 per share. The ex-dividend date of this dividend was Monday, March 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.