Wescott Financial Advisory Group LLC Boosts Stock Position in iShares Short Duration Bond Active ETF (BATS:NEAR)

Wescott Financial Advisory Group LLC raised its stake in iShares Short Duration Bond Active ETF (BATS:NEAR) by 13.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 38,639 shares of the company’s stock after purchasing an additional 4,607 shares during the period. Wescott Financial Advisory Group LLC owned 0.07% of iShares Short Duration Bond Active ETF worth $1,980,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the business. LPL Financial LLC increased 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 buying an additional 127,069 shares in the last quarter. Donaldson Capital Management LLC lifted its stake in shares of 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. Alexander Randolph Advisory Inc. lifted its stake in iShares Short Duration Bond Active ETF by 12.8% during the 3rd quarter. Alexander Randolph Advisory Inc. now owns 272,341 shares of the company’s stock worth $13,955,000 after acquiring an additional 30,928 shares in the last quarter. Klaas Financial Asset Advisors LLC lifted its stake in iShares Short Duration Bond Active ETF by 2.0% during the 3rd quarter. Klaas Financial Asset Advisors LLC now owns 172,889 shares of the company’s stock worth $8,859,000 after acquiring an additional 3,367 shares in the last quarter. Finally, FinTrust Capital Advisors LLC increased its holdings in iShares Short Duration Bond Active ETF by 1.5% during the 3rd quarter. FinTrust Capital Advisors LLC now owns 162,471 shares of the company’s stock worth $8,325,000 after purchasing an additional 2,374 shares during the period.

iShares Short Duration Bond Active ETF Trading Down 0.0 %

NEAR opened at $50.63 on Friday. iShares Short Duration Bond Active ETF has a one year low of $50.10 and a one year high of $50.30. The business’s 50-day simple moving average is $50.87 and its 200-day simple moving average is $50.64.

iShares Short Duration Bond Active ETF Cuts Dividend

The business also recently disclosed a dividend, which was paid on Friday, September 6th. Shareholders of record on Tuesday, September 3rd were given a dividend of $0.2099 per share. The ex-dividend date of this dividend was Tuesday, September 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.