Joel Adams & Associates Inc. Makes New Investment in iShares Short Duration Bond Active ETF (BATS:NEAR)

Joel Adams & Associates Inc. bought a new stake in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 16,159 shares of the company’s stock, valued at approximately $816,000. iShares Short Duration Bond Active ETF accounts for 0.7% of Joel Adams & Associates Inc.’s portfolio, making the stock its 24th largest holding.

Other institutional investors have also recently made changes to their positions in the company. Janney Montgomery Scott LLC raised its holdings in shares of iShares Short Duration Bond Active ETF by 4.0% during the third quarter. Janney Montgomery Scott LLC now owns 21,049 shares of the company’s stock valued at $1,079,000 after purchasing an additional 817 shares during the last quarter. Brookstone Capital Management raised its stake in iShares Short Duration Bond Active ETF by 3.6% during the 4th quarter. Brookstone Capital Management now owns 61,306 shares of the company’s stock valued at $3,096,000 after buying an additional 2,156 shares during the last quarter. Westside Investment Management Inc. raised its stake in iShares Short Duration Bond Active ETF by 5.0% during the 4th quarter. Westside Investment Management Inc. now owns 32,450 shares of the company’s stock valued at $1,639,000 after buying an additional 1,550 shares during the last quarter. Kwmg LLC boosted its stake in shares of iShares Short Duration Bond Active ETF by 1.4% in the 4th quarter. Kwmg LLC now owns 272,955 shares of the company’s stock worth $13,784,000 after buying an additional 3,699 shares during the last quarter. Finally, Alpha Cubed Investments LLC grew its holdings in shares of iShares Short Duration Bond Active ETF by 22.1% in the fourth quarter. Alpha Cubed Investments LLC now owns 6,272 shares of the company’s stock worth $317,000 after acquiring an additional 1,137 shares during the period.

iShares Short Duration Bond Active ETF Trading Up 0.3 %

iShares Short Duration Bond Active ETF stock opened at $50.59 on Wednesday. iShares Short Duration Bond Active ETF has a one year low of $50.10 and a one year high of $50.30. The stock has a fifty day moving average of $50.55 and a 200 day moving average of $50.76.

iShares Short Duration Bond Active ETF Cuts Dividend

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