iShares Short Duration Bond Active ETF (BATS:NEAR) is Values First Advisors Inc.’s 7th Largest Position

Values First Advisors Inc. raised its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 52.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 83,300 shares of the company’s stock after purchasing an additional 28,601 shares during the period. iShares Short Duration Bond Active ETF comprises 2.3% of Values First Advisors Inc.’s holdings, making the stock its 7th largest position. Values First Advisors Inc. owned about 0.14% of iShares Short Duration Bond Active ETF worth $4,207,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of NEAR. Creative Planning acquired a new stake in iShares Short Duration Bond Active ETF in the third quarter valued at approximately $263,000. FinTrust Capital Advisors LLC boosted its stake in shares of iShares Short Duration Bond Active ETF by 1.5% in the third quarter. FinTrust Capital Advisors LLC now owns 162,471 shares of the company’s stock worth $8,325,000 after acquiring an additional 2,374 shares during the last quarter. Clayton Financial Group LLC boosted its stake in shares of iShares Short Duration Bond Active ETF by 15.4% in the third quarter. Clayton Financial Group LLC now owns 71,946 shares of the company’s stock worth $3,686,000 after acquiring an additional 9,624 shares during the last quarter. Oxinas Partners Wealth Management LLC boosted its stake in shares of iShares Short Duration Bond Active ETF by 36.0% in the third quarter. Oxinas Partners Wealth Management LLC now owns 11,465 shares of the company’s stock worth $587,000 after acquiring an additional 3,034 shares during the last quarter. Finally, Brady Family Wealth LLC boosted its stake in shares of iShares Short Duration Bond Active ETF by 4.2% in the third quarter. Brady Family Wealth LLC now owns 69,540 shares of the company’s stock worth $3,563,000 after acquiring an additional 2,826 shares during the last quarter.

iShares Short Duration Bond Active ETF Stock Up 0.3 %

Shares of BATS:NEAR opened at $50.55 on Wednesday. The business’s 50 day moving average price is $50.56 and its 200-day moving average price is $50.77. iShares Short Duration Bond Active ETF has a 1 year low of $50.10 and a 1 year high of $50.30.

iShares Short Duration Bond Active ETF Cuts Dividend

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