Physician Wealth Solutions Inc. Has $401,000 Stock Holdings in iShares Short Duration Bond Active ETF (BATS:NEAR)

Physician Wealth Solutions Inc. grew its stake in iShares Short Duration Bond Active ETF (BATS:NEARFree Report) by 57.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,889 shares of the company’s stock after purchasing an additional 2,883 shares during the quarter. Physician Wealth Solutions Inc.’s holdings in iShares Short Duration Bond Active ETF were worth $401,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Donaldson Capital Management LLC grew its position in iShares Short Duration Bond Active ETF by 7.0% during the third quarter. Donaldson Capital Management LLC now owns 625,024 shares of the company’s stock worth $32,026,000 after buying an additional 40,738 shares in the last quarter. InterOcean Capital Group LLC boosted its stake in shares of iShares Short Duration Bond Active ETF by 4.3% in the 1st quarter. InterOcean Capital Group LLC now owns 254,965 shares of the company’s stock valued at $12,866,000 after purchasing an additional 10,578 shares in the last quarter. Klaas Financial Asset Advisors LLC grew its holdings in shares of iShares Short Duration Bond Active ETF by 2.0% during the 3rd quarter. Klaas Financial Asset Advisors LLC now owns 172,889 shares of the company’s stock valued at $8,859,000 after purchasing an additional 3,367 shares during the last quarter. FinTrust Capital Advisors LLC increased its position in iShares Short Duration Bond Active ETF by 1.5% during the 3rd quarter. FinTrust Capital Advisors LLC now owns 162,471 shares of the company’s stock worth $8,325,000 after purchasing an additional 2,374 shares in the last quarter. Finally, Forbes Financial Planning Inc. lifted its stake in iShares Short Duration Bond Active ETF by 9.7% in the 3rd quarter. Forbes Financial Planning Inc. now owns 150,829 shares of the company’s stock valued at $7,728,000 after purchasing an additional 13,305 shares during the last quarter.

iShares Short Duration Bond Active ETF Stock Performance

Shares of BATS NEAR traded up $0.11 during midday trading on Friday, reaching $50.66. 846,336 shares of the company were exchanged. The stock’s 50-day moving average price is $50.98 and its 200-day moving average price is $50.60. iShares Short Duration Bond Active ETF has a one year low of $50.10 and a one year high of $50.30.

iShares Short Duration Bond Active ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Friday, September 6th. Investors of record on Tuesday, September 3rd were issued a $0.2099 dividend. The ex-dividend date was Tuesday, September 3rd.

About iShares Short Duration Bond Active ETF

(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.

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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 Duration Bond Active ETF (BATS:NEARFree Report).

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

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