Socha Financial Group LLC Buys New Stake in iShares Short Duration Bond Active ETF (BATS:NEAR)

Posted by Doug Wharley on Feb 7th, 2025

Socha Financial Group LLC purchased a new position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 18,483 shares of the company’s stock, valued at approximately $933,000. iShares Short Duration Bond Active ETF accounts for approximately 0.4% of Socha Financial Group LLC’s investment portfolio, making the stock its 12th largest holding.

A number of other institutional investors also recently added to or reduced their stakes in NEAR. Financial Avengers Inc. acquired a new position in shares of iShares Short Duration Bond Active ETF in the 3rd quarter worth approximately $26,000. Aptus Capital Advisors LLC acquired a new position in iShares Short Duration Bond Active ETF during the third quarter worth $30,000. Hoese & Co LLP bought a new position in shares of iShares Short Duration Bond Active ETF during the fourth quarter valued at $30,000. Bartlett & CO. Wealth Management LLC acquired a new stake in shares of iShares Short Duration Bond Active ETF in the 4th quarter valued at $44,000. Finally, Capstone Triton Financial Group LLC bought a new stake in shares of iShares Short Duration Bond Active ETF in the 3rd quarter worth about $203,000.

iShares Short Duration Bond Active ETF Trading Up 0.3 %

Shares of iShares Short Duration Bond Active ETF stock 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 company 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 announced a dividend, which was paid on Thursday, February 6th. Stockholders of record on Monday, February 3rd were paid a $0.1953 dividend. The ex-dividend date of this dividend was Monday, February 3rd.

iShares Short Duration Bond Active ETF Profile

(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.