NEAR

iShares Short Duration Bond Active ETF

$51.12

+0.00%

Market closed. Last update: 10:55 PM ET

📎 Investment Objective

The iShares Short Duration Bond Active ETF (NEAR) seeks to provide current income while preserving capital by investing in a diversified portfolio of short-term fixed income securities.

Overview

ETF tracking iShares Short Duration Bond Active ETF

Category Fixed Income

Issuer BlackRock

Inception Date 2013-09-26

Market Cap $3.6B

Average Volume N/A

Dividend Yield 3.65%

52-Week Range $50.28 - $51.37

VWAP $51.14

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The iShares Short Duration Bond Active ETF (NEAR) seeks to provide current income while preserving capital by investing in a diversified portfolio of short-term fixed income securities.

🎯 Investment Strategy

The fund is actively managed, allowing the portfolio managers to tactically adjust the portfolio's duration and credit exposure in an effort to generate attractive risk-adjusted returns. The fund primarily invests in investment-grade corporate bonds, government securities, and other fixed income instruments with an average portfolio duration of 1-3 years.

✨ Key Features

Actively managed short-duration fixed income portfolio
Emphasis on investment-grade corporate and government bonds
Average portfolio duration of 1-3 years to help manage interest rate risk
Potential for lower volatility compared to longer-duration bond funds

⚠️ Primary Risks

Interest rate risk: The fund's value may decline if interest rates rise
Credit risk: The fund is exposed to the risk of default by the issuers of the bonds it holds
Liquidity risk: The fund may have difficulty selling certain securities at an advantageous time and price
Active management risk: The fund's performance could trail that of passively managed funds

👤 Best For

The iShares Short Duration Bond Active ETF may be suitable for investors seeking current income and capital preservation, with a low to moderate tolerance for risk. The fund's short-term focus and active management approach may appeal to investors looking to manage interest rate sensitivity within their fixed income allocation.

Top Holdings

Rank	Ticker	Name	Weight	Sector
1	TNOTE	TREASURY NOTE	5.58%	Treasury
2	TNOTE	TREASURY NOTE	3.88%	Treasury
3	TNOTE	TREASURY NOTE	3.03%	Treasury
4	TNOTE	TREASURY NOTE	2.67%	Treasury
5	TNOTE	TREASURY NOTE (2OLD)	2.44%	Treasury
6	TNOTE	TREASURY NOTE	2.03%	Treasury
7	TNOTE	TREASURY NOTE	1.89%	Treasury
8	TNOTE	TREASURY NOTE	1.83%	Treasury
9	TNOTE	TREASURY NOTE	1.72%	Treasury
10	TNOTE	TREASURY NOTE	1.54%	Treasury
11	TNOTE	TREASURY NOTE	1.39%	Treasury
12	TNOTE	TREASURY NOTE	1.04%	Treasury
13	TNOTE	TREASURY NOTE	0.90%	Treasury
14	C	CITIGROUP INC (FXD-FRN)	0.55%	Financial Institutions
15	TNOTE	TREASURY NOTE	0.53%	Treasury