Dakota Wealth Management Reduces Holdings in iShares Short Duration Bond Active ETF (BATS:NEAR)

Dakota Wealth Management trimmed its position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 8.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,807 shares of the company’s stock after selling 1,221 shares during the quarter. Dakota Wealth Management’s holdings in iShares Short Duration Bond Active ETF were worth $707,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in NEAR. Westside Investment Management Inc. increased its position in shares of iShares Short Duration Bond Active ETF by 27.9% during the first quarter. Westside Investment Management Inc. now owns 28,900 shares of the company’s stock worth $1,458,000 after purchasing an additional 6,300 shares in the last quarter. Janney Montgomery Scott LLC purchased a new stake in shares of iShares Short Duration Bond Active ETF during the first quarter worth approximately $966,000. Staley Capital Advisers Inc. increased its position in shares of iShares Short Duration Bond Active ETF by 4.9% during the first quarter. Staley Capital Advisers Inc. now owns 116,650 shares of the company’s stock worth $5,886,000 after purchasing an additional 5,500 shares in the last quarter. InterOcean Capital Group LLC increased its position in shares of iShares Short Duration Bond Active ETF by 4.3% during the first quarter. InterOcean Capital Group LLC now owns 254,965 shares of the company’s stock worth $12,866,000 after purchasing an additional 10,578 shares in the last quarter. Finally, Pinnacle Wealth Management Advisory Group LLC increased its position in shares of iShares Short Duration Bond Active ETF by 9.9% during the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 71,020 shares of the company’s stock worth $3,574,000 after purchasing an additional 6,418 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

Shares of BATS:NEAR opened at $50.85 on Monday. The business has a fifty day moving average of $51.02 and a two-hundred day moving average of $50.56. 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 business also recently announced a dividend, which was paid on Friday, September 6th. Shareholders of record on Tuesday, September 3rd were issued a $0.2099 dividend. The ex-dividend date of this dividend was Tuesday, September 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.