iShares Short Duration Bond Active ETF (BATS:NEAR) Stake Decreased by Planning Alternatives Ltd. ADV

Planning Alternatives Ltd. ADV trimmed its holdings in iShares Short Duration Bond Active ETF (BATS:NEARFree Report) by 48.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,868 shares of the company’s stock after selling 23,638 shares during the quarter. iShares Short Duration Bond Active ETF comprises 0.2% of Planning Alternatives Ltd. ADV’s portfolio, making the stock its 25th largest holding. Planning Alternatives Ltd. ADV’s holdings in iShares Short Duration Bond Active ETF were worth $1,274,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Westside Investment Management Inc. increased its stake in iShares Short Duration Bond Active ETF by 4.5% during the 2nd quarter. Westside Investment Management Inc. now owns 30,200 shares of the company’s stock valued at $1,521,000 after buying an additional 1,300 shares during the period. Pinnacle Wealth Management Advisory Group LLC increased its stake 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 valued at $3,574,000 after acquiring an additional 6,418 shares during the period. Bank of New York Mellon Corp raised its holdings in iShares Short Duration Bond Active ETF by 10.6% during the second quarter. Bank of New York Mellon Corp now owns 10,762 shares of the company’s stock worth $542,000 after purchasing an additional 1,032 shares in the last quarter. Spinnaker Trust raised its holdings in iShares Short Duration Bond Active ETF by 47.6% during the second quarter. Spinnaker Trust now owns 34,787 shares of the company’s stock worth $1,751,000 after purchasing an additional 11,211 shares in the last quarter. Finally, One Capital Management LLC lifted its position in iShares Short Duration Bond Active ETF by 468.9% in the second quarter. One Capital Management LLC now owns 24,120 shares of the company’s stock worth $1,214,000 after purchasing an additional 19,880 shares during the period.

iShares Short Duration Bond Active ETF Trading Up 0.1 %

Shares of iShares Short Duration Bond Active ETF stock opened at $50.63 on Friday. iShares Short Duration Bond Active ETF has a 52 week low of $50.10 and a 52 week high of $50.30. The company’s 50-day moving average price is $50.88 and its two-hundred day moving average price 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. Stockholders of record on Tuesday, September 3rd were paid a dividend of $0.2099 per share. The ex-dividend date of this dividend was Tuesday, September 3rd.

About iShares Short Duration Bond Active ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Short Duration Bond Active ETF (BATS:NEAR)

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