Donaldson Capital Management LLC Lowers Position in iShares Short Duration Bond Active ETF $NEAR

Donaldson Capital Management LLC lowered its position in iShares Short Duration Bond Active ETF (BATS:NEAR) by 11.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 449,080 shares of the company’s stock after selling 55,719 shares during the period. Donaldson Capital Management LLC owned about 0.69% of iShares Short Duration Bond Active ETF worth $23,029,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the business. Corient Private Wealth LLC acquired a new stake in shares of iShares Short Duration Bond Active ETF in the second quarter valued at about $15,660,000. Bank of America Corp DE boosted its stake in shares of iShares Short Duration Bond Active ETF by 8.8% during the 2nd quarter. Bank of America Corp DE now owns 3,503,322 shares of the company’s stock worth $179,020,000 after acquiring an additional 284,084 shares in the last quarter. Cetera Investment Advisers grew its holdings in shares of iShares Short Duration Bond Active ETF by 30.9% in the 2nd quarter. Cetera Investment Advisers now owns 737,364 shares of the company’s stock worth $37,679,000 after acquiring an additional 174,240 shares during the period. Ameriprise Financial Inc. increased its stake in iShares Short Duration Bond Active ETF by 22.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 918,189 shares of the company’s stock valued at $46,891,000 after purchasing an additional 167,210 shares in the last quarter. Finally, Sand Hill Global Advisors LLC acquired a new position in iShares Short Duration Bond Active ETF during the second quarter worth $7,228,000.

iShares Short Duration Bond Active ETF Stock Performance

Shares of NEAR stock opened at $51.28 on Friday. The business has a fifty day simple moving average of $51.15 and a 200-day simple moving average of $51.16. iShares Short Duration Bond Active ETF has a fifty-two week low of $50.25 and a fifty-two week high of $51.40.

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.