iShares Short Duration Bond Active ETF (BATS:NEAR) Stock Position Trimmed by Dakota Wealth Management

Dakota Wealth Management decreased its position in iShares Short Duration Bond Active ETF (BATS:NEAR) by 4.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 13,181 shares of the company’s stock after selling 626 shares during the period. Dakota Wealth Management’s holdings in iShares Short Duration Bond Active ETF were worth $666,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the company. Atomi Financial Group Inc. acquired a new stake in iShares Short Duration Bond Active ETF in the 4th quarter valued at approximately $205,000. Alpha Cubed Investments LLC increased its holdings in shares of iShares Short Duration Bond Active ETF by 22.1% during the fourth quarter. Alpha Cubed Investments LLC now owns 6,272 shares of the company’s stock valued at $317,000 after purchasing an additional 1,137 shares during the period. Hoese & Co LLP bought a new stake in shares of iShares Short Duration Bond Active ETF during the fourth quarter valued at about $30,000. LVW Advisors LLC lifted its holdings in iShares Short Duration Bond Active ETF by 13.0% in the fourth quarter. LVW Advisors LLC now owns 50,567 shares of the company’s stock worth $2,554,000 after purchasing an additional 5,800 shares during the period. Finally, Integrated Investment Consultants LLC grew its position in iShares Short Duration Bond Active ETF by 75.2% in the 4th quarter. Integrated Investment Consultants LLC now owns 174,905 shares of the company’s stock valued at $8,833,000 after buying an additional 75,063 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

NEAR stock opened at $50.65 on Friday. The firm’s 50-day moving average is $50.58 and its two-hundred day moving average is $50.75. 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 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.