Wescott Financial Advisory Group LLC Has $2.27 Million Stock Holdings in iShares Short Duration Bond Active ETF (BATS:NEAR)

Wescott Financial Advisory Group LLC grew its holdings in iShares Short Duration Bond Active ETF (BATS:NEAR) by 16.2% during the 4th quarter, Holdings Channel reports. The firm owned 44,892 shares of the company’s stock after purchasing an additional 6,253 shares during the period. Wescott Financial Advisory Group LLC’s holdings in iShares Short Duration Bond Active ETF were worth $2,267,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Benjamin Edwards Inc. bought a new stake in iShares Short Duration Bond Active ETF in the third quarter valued at about $361,000. HighTower Advisors LLC increased its stake in shares of iShares Short Duration Bond Active ETF by 9.4% in the 3rd quarter. HighTower Advisors LLC now owns 233,075 shares of the company’s stock valued at $11,942,000 after acquiring an additional 19,982 shares during the last quarter. Ingalls & Snyder LLC bought a new stake in shares of iShares Short Duration Bond Active ETF in the 3rd quarter valued at about $205,000. MML Investors Services LLC boosted its stake in iShares Short Duration Bond Active ETF by 0.5% during the 3rd quarter. MML Investors Services LLC now owns 156,189 shares of the company’s stock worth $8,003,000 after acquiring an additional 842 shares during the last quarter. Finally, Financial Avengers Inc. bought a new position in iShares Short Duration Bond Active ETF during the 3rd quarter worth approximately $26,000.

iShares Short Duration Bond Active ETF Stock Up 0.8 %

Shares of BATS:NEAR opened at $50.83 on Friday. The company has a 50 day moving average price of $50.71 and a two-hundred day moving average price of $50.72. iShares Short Duration Bond Active ETF has a 52 week low of $49.88 and a 52 week high of $51.40.

iShares Short Duration Bond Active ETF Cuts Dividend

The firm also recently disclosed a dividend, which was paid on Thursday, March 6th. Investors of record on Monday, March 3rd were paid a dividend of $0.1802 per share. The ex-dividend date was Monday, March 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.