WealthPLAN Partners LLC Boosts Stake in iShares Short Maturity Bond ETF (NEAR)

WealthPLAN Partners LLC grew its position in shares of iShares Short Maturity Bond ETF (BATS:NEAR) by 116.8% in the first quarter, according to its most recent filing with the SEC. The fund owned 60,070 shares of the company’s stock after acquiring an additional 32,368 shares during the quarter. WealthPLAN Partners LLC’s holdings in iShares Short Maturity Bond ETF were worth $3,013,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Dynasty Wealth Management LLC bought a new position in shares of iShares Short Maturity Bond ETF during the 4th quarter valued at approximately $416,000. Gs Investments Inc. lifted its position in iShares Short Maturity Bond ETF by 3.8% in the fourth quarter. Gs Investments Inc. now owns 29,560 shares of the company’s stock worth $1,482,000 after buying an additional 1,070 shares during the last quarter. CLS Investments LLC lifted its position in iShares Short Maturity Bond ETF by 25,567.5% in the fourth quarter. CLS Investments LLC now owns 10,267 shares of the company’s stock worth $515,000 after buying an additional 10,227 shares during the last quarter. Oppenheimer & Co. Inc. lifted its position in iShares Short Maturity Bond ETF by 72.2% in the fourth quarter. Oppenheimer & Co. Inc. now owns 45,129 shares of the company’s stock worth $2,262,000 after buying an additional 18,919 shares during the last quarter. Finally, Baird Financial Group Inc. lifted its position in iShares Short Maturity Bond ETF by 13.5% in the fourth quarter. Baird Financial Group Inc. now owns 74,830 shares of the company’s stock worth $3,750,000 after buying an additional 8,926 shares during the last quarter.

NEAR traded down $0.01 during trading on Thursday, reaching $50.10. The company had a trading volume of 624,929 shares. iShares Short Maturity Bond ETF has a 52 week low of $50.10 and a 52 week high of $50.30.



The business also recently declared a monthly dividend, which was paid on Thursday, June 7th. Investors of record on Monday, June 4th were given a $0.0934 dividend. The ex-dividend date was Friday, June 1st. This is an increase from iShares Short Maturity Bond ETF’s previous monthly dividend of $0.09. This represents a $1.12 dividend on an annualized basis and a yield of 2.24%.

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

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