Donaldson Capital Management LLC Has $29.15 Million Stock Holdings in iShares Short Duration Bond Active ETF (BATS:NEAR)

Donaldson Capital Management LLC lowered its stake in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) by 5.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 572,960 shares of the company’s stock after selling 33,490 shares during the period. Donaldson Capital Management LLC owned about 0.90% of iShares Short Duration Bond Active ETF worth $29,146,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of NEAR. Union Bancaire Privee UBP SA acquired a new stake in shares of iShares Short Duration Bond Active ETF during the 4th quarter valued at about $16,479,000. Stonebridge Financial Group LLC acquired a new position in iShares Short Duration Bond Active ETF in the fourth quarter worth approximately $412,000. Guided Capital Wealth Management LLC bought a new position in iShares Short Duration Bond Active ETF during the fourth quarter valued at approximately $278,000. Leavell Investment Management Inc. lifted its stake in iShares Short Duration Bond Active ETF by 162.0% in the fourth quarter. Leavell Investment Management Inc. now owns 18,115 shares of the company’s stock valued at $915,000 after acquiring an additional 11,200 shares during the last quarter. Finally, Avidian Wealth Enterprises LLC bought a new stake in iShares Short Duration Bond Active ETF in the fourth quarter worth approximately $341,000.

iShares Short Duration Bond Active ETF Stock Performance

Shares of NEAR opened at $50.73 on Wednesday. The company’s fifty day moving average is $50.74 and its 200-day moving average is $50.68. iShares Short Duration Bond Active ETF has a 12 month low of $50.06 and a 12 month high of $51.40.

About iShares Short Duration Bond Active ETF

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.