Joel Adams & Associates Inc. Invests $816,000 in iShares Short Duration Bond Active ETF (BATS:NEAR)

Posted by Caroline Horne on Feb 19th, 2025

Joel Adams & Associates Inc. bought a new position in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) during the fourth quarter, HoldingsChannel reports. The fund 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 investment portfolio, making the stock its 24th biggest position.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Financial Avengers Inc. bought a new position in shares of iShares Short Duration Bond Active ETF in the third quarter worth approximately $26,000. Aptus Capital Advisors LLC purchased a new position in shares of iShares Short Duration Bond Active ETF during the 3rd quarter valued at $30,000. Hoese & Co LLP bought a new position in iShares Short Duration Bond Active ETF in the 4th quarter worth $30,000. Bartlett & CO. Wealth Management LLC purchased a new stake in iShares Short Duration Bond Active ETF in the 4th quarter worth $44,000. Finally, MidAtlantic Capital Management Inc. purchased a new stake in iShares Short Duration Bond Active ETF in the 4th quarter worth $45,000.

iShares Short Duration Bond Active ETF Stock Performance

Shares of iShares Short Duration Bond Active ETF stock opened at $50.59 on Wednesday. The stock’s 50-day simple moving average is $50.55 and its 200-day simple moving average is $50.76. iShares Short Duration Bond Active ETF has a 52 week low of $50.10 and a 52 week high of $50.30.

iShares Short Duration Bond Active ETF Cuts Dividend

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