Planning Directions Inc. Makes New Investment in iShares Short Duration Bond Active ETF $NEAR

Planning Directions Inc. acquired a new position in shares of iShares Short Duration Bond Active ETF (BATS:NEAR) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 18,392 shares of the company’s stock, valued at approximately $943,000.

Several other hedge funds also recently modified their holdings of NEAR. AE Wealth Management LLC raised its holdings in iShares Short Duration Bond Active ETF by 27.1% during the second quarter. AE Wealth Management LLC now owns 1,023 shares of the company’s stock worth $52,000 after acquiring an additional 218 shares in the last quarter. Capital Investment Advisory Services LLC increased its position in shares of iShares Short Duration Bond Active ETF by 7.4% during the 3rd quarter. Capital Investment Advisory Services LLC now owns 3,178 shares of the company’s stock worth $163,000 after purchasing an additional 220 shares during the last quarter. First Heartland Consultants Inc. increased its position in shares of iShares Short Duration Bond Active ETF by 4.0% during the 3rd quarter. First Heartland Consultants Inc. now owns 6,437 shares of the company’s stock worth $330,000 after purchasing an additional 250 shares during the last quarter. Castle Rock Wealth Management LLC raised its stake in shares of iShares Short Duration Bond Active ETF by 0.6% during the 3rd quarter. Castle Rock Wealth Management LLC now owns 42,745 shares of the company’s stock worth $2,188,000 after purchasing an additional 252 shares in the last quarter. Finally, Intrua Financial LLC raised its stake in shares of iShares Short Duration Bond Active ETF by 4.7% during the 2nd quarter. Intrua Financial LLC now owns 6,752 shares of the company’s stock worth $345,000 after purchasing an additional 306 shares in the last quarter.

iShares Short Duration Bond Active ETF Price Performance

BATS NEAR opened at $50.99 on Monday. iShares Short Duration Bond Active ETF has a 12 month low of $50.32 and a 12 month high of $51.37. The stock has a 50 day moving average of $51.16 and a 200-day moving average of $51.19.

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.