Wescott Financial Advisory Group LLC Grows Position in iShares Short Duration Bond Active ETF (BATS:NEAR)

Wescott Financial Advisory Group LLC increased its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 13.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 38,639 shares of the company’s stock after purchasing an additional 4,607 shares during the period. Wescott Financial Advisory Group LLC’s holdings in iShares Short Duration Bond Active ETF were worth $1,980,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Aptus Capital Advisors LLC purchased a new stake in shares of iShares Short Duration Bond Active ETF in the third quarter worth about $30,000. Capstone Triton Financial Group LLC acquired a new stake in shares of iShares Short Duration Bond Active ETF during the 3rd quarter worth approximately $203,000. Rockwood Wealth Management LLC acquired a new stake in shares of iShares Short Duration Bond Active ETF during the 3rd quarter worth approximately $255,000. Creative Planning acquired a new stake in iShares Short Duration Bond Active ETF in the 3rd quarter valued at approximately $263,000. Finally, Marshall Financial Group LLC acquired a new stake in iShares Short Duration Bond Active ETF in the 3rd quarter valued at approximately $279,000.

iShares Short Duration Bond Active ETF Stock Performance

NEAR opened at $50.63 on Friday. The stock’s 50 day moving average price is $50.87 and its 200 day moving average price is $50.64. iShares Short Duration Bond Active ETF has a 12 month low of $50.10 and a 12 month high of $50.30.

iShares Short Duration Bond Active ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Friday, September 6th. Shareholders of record on Tuesday, September 3rd were paid a dividend of $0.2099 per share. The ex-dividend date was Tuesday, September 3rd.

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.