Ullmann Financial Group Inc. Has $1.65 Million Stake in iShares Short Maturity Bond ETF (NEAR)

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Ullmann Financial Group Inc. grew its stake in shares of iShares Short Maturity Bond ETF (BATS:NEAR) by 80.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 33,145 shares of the company’s stock after purchasing an additional 14,745 shares during the quarter. iShares Short Maturity Bond ETF makes up approximately 1.2% of Ullmann Financial Group Inc.’s portfolio, making the stock its 19th biggest position. Ullmann Financial Group Inc.’s holdings in iShares Short Maturity Bond ETF were worth $1,652,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Morgan Stanley lifted its holdings in iShares Short Maturity Bond ETF by 22.9% in the 3rd quarter. Morgan Stanley now owns 6,428,697 shares of the company’s stock worth $322,625,000 after purchasing an additional 1,195,736 shares in the last quarter. LPL Financial LLC increased its position in iShares Short Maturity Bond ETF by 91.8% during the 3rd quarter. LPL Financial LLC now owns 3,647,224 shares of the company’s stock worth $183,036,000 after purchasing an additional 1,745,811 shares during the period. BlackRock Inc. increased its position in iShares Short Maturity Bond ETF by 4.3% during the 3rd quarter. BlackRock Inc. now owns 3,115,937 shares of the company’s stock worth $156,374,000 after purchasing an additional 129,182 shares during the period. Wells Fargo & Company MN increased its position in iShares Short Maturity Bond ETF by 10.5% during the 3rd quarter. Wells Fargo & Company MN now owns 2,453,014 shares of the company’s stock worth $123,105,000 after purchasing an additional 232,971 shares during the period. Finally, CWM LLC increased its position in iShares Short Maturity Bond ETF by 151.3% during the 3rd quarter. CWM LLC now owns 2,182,703 shares of the company’s stock worth $109,539,000 after purchasing an additional 1,314,246 shares during the period.

BATS NEAR traded up $0.01 on Monday, hitting $49.92. 311,718 shares of the company’s stock were exchanged. iShares Short Maturity Bond ETF has a fifty-two week low of $50.10 and a fifty-two week high of $50.30.

The firm also recently announced a monthly dividend, which was paid on Monday, December 24th. Shareholders of record on Wednesday, December 19th were given a dividend of $0.091 per share. This represents a $1.09 annualized dividend and a yield of 2.19%. The ex-dividend date of this dividend was Tuesday, December 18th.

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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 Maturity Bond ETF (BATS:NEAR).

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

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