(NEAR) iShares Short Maturity Bond - Ratings and Ratios

Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46431W5076

NEAR: Fixed-Income, Bonds, Short-Term, Investment-Grade, Securities

The iShares Short Maturity Bond ETF (NEAR) is an actively managed exchange-traded fund designed to provide exposure to U.S. dollar-denominated investment-grade fixed-income securities with limited interest rate risk. Under normal market conditions, the fund allocates at least 80% of its net assets to these securities, which may include government bonds, corporate debt, and mortgage-backed securities. The portfolios effective duration is managed to be three years or less, making it suitable for investors seeking to reduce exposure to interest rate fluctuations while maintaining a focus on high-quality, short-term bonds.

As of the latest data, the fund has approximately $3.18 billion in assets under management, indicating strong investor interest and liquidity. It trades on the BATS exchange under the ticker symbol NEAR, with an average daily trading volume of around 624,347 shares over the past 20 days. The funds current price is 50.92, with key technical indicators such as the 20-day, 50-day, and 200-day moving averages standing at 50.69, 50.56, and 49.84, respectively. The average true range (ATR) of 0.16 reflects the funds low volatility, consistent with its focus on short-duration, investment-grade securities.

Based on the provided technical and fundamental data, the iShares Short Maturity Bond ETF (NEAR) is expected to maintain its stable performance over the next three months. The funds price is currently above its 20-day, 50-day, and 200-day moving averages, indicating a bullish trend. Given its low ATR of 0.16, the fund is likely to experience limited price fluctuations, remaining within a narrow range around its current price of 50.92. The strong AUM of $3.18 billion underscores steady investor demand, further supporting the funds stability. Overall, NEAR is projected to continue offering a low-risk investment option with minimal volatility, aligning with its short-maturity strategy.

Additional Sources for NEAR ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

NEAR ETF Overview

Market Cap in USD 3,279m
Category Short-Term Bond
TER 0.25%
IPO / Inception 2013-09-25

NEAR ETF Ratings

Growth Rating 70.3
Fundamental -
Dividend Rating 74.9
Rel. Strength 8.6
Analysts -
Fair Price Momentum 51.72 USD
Fair Price DCF -

NEAR Dividends

Dividend Yield 12m 4.95%
Yield on Cost 5y 5.78%
Annual Growth 5y 26.86%
Payout Consistency 84.3%
Payout Ratio %

NEAR Growth Ratios

Growth Correlation 3m 83.2%
Growth Correlation 12m 96.9%
Growth Correlation 5y 87.5%
CAGR 5y 3.39%
CAGR/Max DD 5y 2.56
Sharpe Ratio 12m 2.75
Alpha 2.36
Beta -0.009
Volatility 2.62%
Current Volume 697.2k
Average Volume 20d 334k
What is the price of NEAR shares?
As of June 02, 2025, the stock is trading at USD 50.88 with a total of 697,191 shares traded.
Over the past week, the price has changed by +0.10%, over one month by +0.08%, over three months by +1.01% and over the past year by +6.21%.
Is iShares Short Maturity Bond a good stock to buy?
Yes. Based on ValueRay´s Analyses, iShares Short Maturity Bond (BATS:NEAR) is currently (June 2025) a good stock to buy. It has a ValueRay Growth Rating of 70.32 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of NEAR is around 51.72 USD . This means that NEAR is currently overvalued and has a potential downside of 1.65%.
Is NEAR a buy, sell or hold?
iShares Short Maturity Bond has no consensus analysts rating.
What are the forecasts for NEAR share price target?
According to our own proprietary Forecast Model, NEAR iShares Short Maturity Bond will be worth about 55.9 in June 2026. The stock is currently trading at 50.88. This means that the stock has a potential upside of +9.77%.
Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 55.9 9.8%