33,072 Shares in iShares Short Duration Bond Active ETF (BATS:NEAR) Purchased by WealthPlan Investment Management LLC

Posted by Brian Wu on Nov 12th, 2024

WealthPlan Investment Management LLC acquired a new position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 33,072 shares of the company’s stock, valued at approximately $1,695,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of NEAR. Capstone Triton Financial Group LLC acquired a new stake in shares of iShares Short Duration Bond Active ETF during the third quarter valued at about $203,000. Rockwood Wealth Management LLC acquired a new stake in shares of iShares Short Duration Bond Active ETF during the third quarter valued at about $255,000. Creative Planning acquired a new stake in shares of iShares Short Duration Bond Active ETF during the third quarter valued at about $263,000. Marshall Financial Group LLC acquired a new stake in shares of iShares Short Duration Bond Active ETF during the third quarter valued at about $279,000. Finally, Leavell Investment Management Inc. acquired a new stake in shares of iShares Short Duration Bond Active ETF during the third quarter valued at about $354,000.

iShares Short Duration Bond Active ETF Price Performance

BATS NEAR opened at $50.61 on Tuesday. The firm has a 50 day simple moving average of $50.96 and a 200-day simple moving average of $50.61. iShares Short Duration Bond Active ETF has a one year low of $50.10 and a one year high of $50.30.

iShares Short Duration Bond Active ETF Cuts Dividend

The firm also recently disclosed a dividend, which was paid on Friday, September 6th. Stockholders of record on Tuesday, September 3rd were paid a $0.2099 dividend. The ex-dividend date was Tuesday, September 3rd.

iShares Short Duration Bond Active ETF Profile

(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.