Naples Global Advisors LLC Decreases Stock Holdings in iShares Short Duration Bond Active ETF (BATS:NEAR)

Naples Global Advisors LLC lessened its stake in iShares Short Duration Bond Active ETF (BATS:NEAR) by 5.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 35,728 shares of the company’s stock after selling 2,000 shares during the quarter. Naples Global Advisors LLC owned approximately 0.06% of iShares Short Duration Bond Active ETF worth $1,804,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. LPL Financial LLC lifted its position in shares of iShares Short Duration Bond Active ETF by 6.6% in the third quarter. LPL Financial LLC now owns 2,050,644 shares of the company’s stock valued at $105,075,000 after acquiring an additional 127,069 shares in the last quarter. Donaldson Capital Management LLC raised its stake in iShares Short Duration Bond Active ETF by 7.0% in 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 during the last quarter. Bank of Montreal Can lifted its holdings in iShares Short Duration Bond Active ETF by 33.7% in 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 acquired a new stake in iShares Short Duration Bond Active ETF during the 4th quarter worth $16,479,000. Finally, Kwmg LLC grew its holdings in shares of iShares Short Duration Bond Active ETF by 1.4% during the fourth quarter. Kwmg LLC now owns 272,955 shares of the company’s stock worth $13,784,000 after buying an additional 3,699 shares in the last quarter.

iShares Short Duration Bond Active ETF Trading Up 0.3 %

Shares of BATS NEAR opened at $50.55 on Friday. The firm has a 50-day simple moving average of $50.56 and a 200-day simple moving average of $50.76. 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 announced a dividend, which was paid on Thursday, February 6th. Shareholders of record on Monday, February 3rd were paid a $0.1953 dividend. The ex-dividend date was Monday, February 3rd.

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.