iShares Short Duration Bond Active ETF (BATS:NEAR) is Forbes Financial Planning Inc.’s 5th Largest Position

Forbes Financial Planning Inc. lifted its stake in iShares Short Duration Bond Active ETF (BATS:NEAR) by 8.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 164,264 shares of the company’s stock after purchasing an additional 13,435 shares during the quarter. iShares Short Duration Bond Active ETF accounts for approximately 6.1% of Forbes Financial Planning Inc.’s holdings, making the stock its 5th biggest position. Forbes Financial Planning Inc. owned approximately 0.28% of iShares Short Duration Bond Active ETF worth $8,295,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Private Trust Co. NA increased its holdings in iShares Short Duration Bond Active ETF by 4.1% in the 4th quarter. Private Trust Co. NA now owns 5,079 shares of the company’s stock worth $256,000 after buying an additional 200 shares in the last quarter. Fortis Advisors LLC increased its holdings in iShares Short Duration Bond Active ETF by 1.6% in the 4th quarter. Fortis Advisors LLC now owns 13,845 shares of the company’s stock worth $699,000 after buying an additional 219 shares in the last quarter. First Citizens Financial Corp increased its holdings in iShares Short Duration Bond Active ETF by 0.4% in the 4th quarter. First Citizens Financial Corp now owns 62,260 shares of the company’s stock worth $3,144,000 after buying an additional 259 shares in the last quarter. Guidance Capital Inc. increased its holdings in iShares Short Duration Bond Active ETF by 0.8% in the 4th quarter. Guidance Capital Inc. now owns 32,220 shares of the company’s stock worth $1,632,000 after buying an additional 261 shares in the last quarter. Finally, D.A. Davidson & CO. increased its holdings in iShares Short Duration Bond Active ETF by 2.7% in the 3rd quarter. D.A. Davidson & CO. now owns 10,760 shares of the company’s stock worth $551,000 after buying an additional 280 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

iShares Short Duration Bond Active ETF stock opened at $50.72 on Wednesday. The business has a 50-day simple moving average of $50.64 and a two-hundred day simple moving average of $50.74. iShares Short Duration Bond Active ETF has a 52-week low of $49.88 and a 52-week high of $51.40.

iShares Short Duration Bond Active ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Thursday, March 6th. Shareholders of record on Monday, March 3rd were paid a dividend of $0.1802 per share. The ex-dividend date was Monday, March 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.