WealthPlan Investment Management LLC Invests $1.70 Million in iShares Short Duration Bond Active ETF (BATS:NEAR)

WealthPlan Investment Management LLC acquired a new position in iShares Short Duration Bond Active ETF (BATS:NEARFree Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 33,072 shares of the company’s stock, valued at approximately $1,695,000. WealthPlan Investment Management LLC owned 0.06% of iShares Short Duration Bond Active ETF at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Catalytic Wealth RIA LLC boosted its holdings in iShares Short Duration Bond Active ETF by 13.8% during the third quarter. Catalytic Wealth RIA LLC now owns 59,214 shares of the company’s stock worth $3,034,000 after buying an additional 7,194 shares in the last quarter. Axxcess Wealth Management LLC purchased a new stake in iShares Short Duration Bond Active ETF during the third quarter worth $4,467,000. Sigma Planning Corp boosted its holdings in iShares Short Duration Bond Active ETF by 26.0% during the third quarter. Sigma Planning Corp now owns 56,705 shares of the company’s stock worth $2,906,000 after buying an additional 11,712 shares in the last quarter. Objective Capital Management LLC purchased a new stake in iShares Short Duration Bond Active ETF during the third quarter worth $471,000. Finally, Leavell Investment Management Inc. purchased a new stake in iShares Short Duration Bond Active ETF during the third quarter worth $354,000.

iShares Short Duration Bond Active ETF Price Performance

Shares of BATS NEAR opened at $50.61 on Tuesday. The company’s fifty day moving average price is $50.96 and its 200 day moving average price is $50.61. 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 disclosed a dividend, which was paid on Friday, September 6th. Shareholders of record on Tuesday, September 3rd were issued a dividend of $0.2099 per share. The ex-dividend date 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.

Further Reading

Want to see what other hedge funds are holding NEAR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Short Duration Bond Active ETF (BATS:NEARFree Report).

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

Receive News & Ratings for iShares Short Duration Bond Active ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Short Duration Bond Active ETF and related companies with MarketBeat.com's FREE daily email newsletter.