18,483 Shares in iShares Short Duration Bond Active ETF (BATS:NEAR) Purchased by Socha Financial Group LLC

Posted by Micah Haroldson on Feb 7th, 2025

Socha Financial Group LLC bought a new stake in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 18,483 shares of the company’s stock, valued at approximately $933,000. iShares Short Duration Bond Active ETF accounts for approximately 0.4% of Socha Financial Group LLC’s investment portfolio, making the stock its 12th biggest holding.

Several other institutional investors also recently added to or reduced their stakes in the business. Financial Avengers Inc. acquired a new stake in shares of iShares Short Duration Bond Active ETF in the third quarter worth $26,000. Aptus Capital Advisors LLC bought a new stake in iShares Short Duration Bond Active ETF in the 3rd quarter valued at $30,000. Hoese & Co LLP acquired a new stake in iShares Short Duration Bond Active ETF in the 4th quarter worth $30,000. Bartlett & CO. Wealth Management LLC bought a new position in shares of iShares Short Duration Bond Active ETF during the 4th quarter worth about $44,000. Finally, Capstone Triton Financial Group LLC acquired a new position in shares of iShares Short Duration Bond Active ETF during the third quarter valued at about $203,000.

iShares Short Duration Bond Active ETF Price Performance

NEAR stock opened at $50.57 on Friday. iShares Short Duration Bond Active ETF has a twelve month low of $50.10 and a twelve month high of $50.30. The business’s 50-day simple moving average is $50.58 and its 200 day simple moving average is $50.77.

iShares Short Duration Bond Active ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Thursday, February 6th. Stockholders of record on Monday, February 3rd were issued a dividend of $0.1953 per share. The ex-dividend date of this dividend was Monday, February 3rd.

iShares Short Duration Bond Active ETF Company Profile

(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.