Live Oak Private Wealth LLC Has $1.06 Million Stock Holdings in iShares Short Duration Bond Active ETF (BATS:NEAR)

Live Oak Private Wealth LLC reduced its position in iShares Short Duration Bond Active ETF (BATS:NEAR) by 1.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 21,076 shares of the company’s stock after selling 342 shares during the period. Live Oak Private Wealth LLC’s holdings in iShares Short Duration Bond Active ETF were worth $1,064,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Creative Planning bought a new stake in shares of iShares Short Duration Bond Active ETF during the third quarter worth approximately $263,000. FinTrust Capital Advisors LLC raised its position in shares of iShares Short Duration Bond Active ETF by 1.5% during the 3rd quarter. FinTrust Capital Advisors LLC now owns 162,471 shares of the company’s stock valued at $8,325,000 after acquiring an additional 2,374 shares during the last quarter. Clayton Financial Group LLC lifted its stake in shares of iShares Short Duration Bond Active ETF by 15.4% in the 3rd quarter. Clayton Financial Group LLC now owns 71,946 shares of the company’s stock valued at $3,686,000 after purchasing an additional 9,624 shares during the period. Oxinas Partners Wealth Management LLC lifted its stake in shares of iShares Short Duration Bond Active ETF by 36.0% in the 3rd quarter. Oxinas Partners Wealth Management LLC now owns 11,465 shares of the company’s stock valued at $587,000 after purchasing an additional 3,034 shares during the period. Finally, Brady Family Wealth LLC boosted its position in shares of iShares Short Duration Bond Active ETF by 4.2% in the 3rd quarter. Brady Family Wealth LLC now owns 69,540 shares of the company’s stock worth $3,563,000 after purchasing an additional 2,826 shares during the last quarter.

iShares Short Duration Bond Active ETF Trading Up 0.3 %

BATS NEAR opened at $50.57 on Friday. iShares Short Duration Bond Active ETF has a 12 month low of $50.10 and a 12 month high of $50.30. The stock has a 50-day simple moving average of $50.58 and a 200 day simple moving average of $50.77.

iShares Short Duration Bond Active ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Thursday, February 6th. Investors of record on Monday, February 3rd were given a $0.1953 dividend. The ex-dividend date was Monday, February 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.