iShares Short Duration Bond Active ETF (BATS:NEAR) Stock Position Decreased by World Investment Advisors

Posted by Jon Anderson on Apr 7th, 2025

World Investment Advisors trimmed its stake in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 84.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,686 shares of the company’s stock after selling 66,962 shares during the period. World Investment Advisors’ holdings in iShares Short Duration Bond Active ETF were worth $641,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Financial Avengers Inc. purchased a new stake in iShares Short Duration Bond Active ETF during the third quarter valued at about $26,000. Hoese & Co LLP acquired a new stake in shares of iShares Short Duration Bond Active ETF during the fourth quarter valued at approximately $30,000. Bartlett & CO. Wealth Management LLC purchased a new stake in shares of iShares Short Duration Bond Active ETF in the 4th quarter valued at approximately $44,000. MidAtlantic Capital Management Inc. acquired a new position in iShares Short Duration Bond Active ETF in the 4th quarter worth approximately $45,000. Finally, Physician Wealth Advisors Inc. purchased a new position in iShares Short Duration Bond Active ETF during the 4th quarter worth approximately $103,000.

iShares Short Duration Bond Active ETF Stock Performance

NEAR opened at $50.78 on Monday. The stock has a fifty day moving average of $50.71 and a 200-day moving average of $50.72. iShares Short Duration Bond Active ETF has a 12-month low of $49.88 and a 12-month high of $51.40.

iShares Short Duration Bond Active ETF Cuts Dividend

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

About iShares Short Duration Bond Active ETF

(Free Report)

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.