Bellwether Advisors LLC Makes New $153,000 Investment in iShares Short Duration Bond Active ETF (BATS:NEAR)

Bellwether Advisors LLC bought a new stake in iShares Short Duration Bond Active ETF (BATS:NEAR) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 3,036 shares of the company’s stock, valued at approximately $153,000.

A number of other hedge funds and other institutional investors have also modified their holdings of NEAR. JPMorgan Chase & Co. lifted its position in shares of iShares Short Duration Bond Active ETF by 50.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 41,556 shares of the company’s stock worth $2,129,000 after buying an additional 13,884 shares during the last quarter. First Citizens Financial Corp grew its stake in shares of iShares Short Duration Bond Active ETF by 0.4% in the 4th quarter. First Citizens Financial Corp now owns 62,260 shares of the company’s stock valued at $3,144,000 after purchasing an additional 259 shares during the last quarter. Private Client Services LLC lifted its position in iShares Short Duration Bond Active ETF by 23.7% in the fourth quarter. Private Client Services LLC now owns 6,357 shares of the company’s stock valued at $321,000 after purchasing an additional 1,220 shares during the period. Sugarloaf Wealth Management LLC raised its stake in shares of iShares Short Duration Bond Active ETF by 3.0% during the 4th quarter. Sugarloaf Wealth Management LLC now owns 10,074 shares of the company’s stock worth $509,000 after buying an additional 289 shares in the last quarter. Finally, Brookstone Capital Management boosted its position 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 worth $3,096,000 after purchasing an additional 2,156 shares in the last quarter.

iShares Short Duration Bond Active ETF Price Performance

iShares Short Duration Bond Active ETF stock opened at $50.92 on Monday. The stock’s fifty day moving average is $50.73 and its two-hundred day moving average is $50.66. iShares Short Duration Bond Active ETF has a fifty-two week low of $49.88 and a fifty-two week high of $51.40.

iShares Short Duration Bond Active ETF Cuts Dividend

The company also recently disclosed 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 of this dividend was Monday, March 3rd.

iShares Short Duration Bond Active ETF Company 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.