iShares Short Duration Bond Active ETF (BATS:NEAR) Shares Sold by Cassady Schiller Wealth Management LLC

Cassady Schiller Wealth Management LLC lowered its position in iShares Short Duration Bond Active ETF (BATS:NEAR) by 4.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,413 shares of the company’s stock after selling 3,859 shares during the quarter. iShares Short Duration Bond Active ETF accounts for approximately 1.4% of Cassady Schiller Wealth Management LLC’s holdings, making the stock its 15th biggest holding. Cassady Schiller Wealth Management LLC’s holdings in iShares Short Duration Bond Active ETF were worth $3,859,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Private Trust Co. NA lifted 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 raised its stake in shares of 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 valued at $699,000 after purchasing an additional 219 shares in the last quarter. First Citizens Financial Corp raised its stake in shares of 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 valued at $3,144,000 after purchasing an additional 259 shares in the last quarter. Guidance Capital Inc. raised its stake in shares of 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 valued at $1,632,000 after purchasing an additional 261 shares in the last quarter. Finally, D.A. Davidson & CO. raised its stake in shares of 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 valued at $551,000 after purchasing an additional 280 shares in the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

Shares of iShares Short Duration Bond Active ETF stock opened at $50.72 on Monday. The firm’s 50-day simple moving average is $50.63 and its 200-day simple moving average is $50.75. iShares Short Duration Bond Active ETF has a 1 year low of $50.10 and a 1 year high of $50.30.

iShares Short Duration Bond Active ETF Cuts Dividend

The business also recently announced a dividend, which was paid on Thursday, March 6th. Stockholders of record on Monday, March 3rd were paid a $0.1802 dividend. The ex-dividend date of this dividend was Monday, March 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.