Number of Shares
6,396.00
Current Holdings Value*
$325,110.00
% of Portfolio
0.13%
Total Estimate Gain
$30,979.63
% of Total Estimate Gain
0.70%

Arkfeld Wealth Strategies, L.L.C.'s iShares Short Duration Bond Active ETF Holding Summary

As of 2025-06-30, Arkfeld Wealth Strategies, L.L.C. held 6,396.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $325,110.00. This investment constitutes 0.13% of their stock portfolio, and Arkfeld Wealth Strategies, L.L.C. now holds 0.01% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.

The initial trade took place in 2020Q1. And since then Arkfeld Wealth Strategies, L.L.C. has made 8 purchases of NEAR, at an average price of $50.00, for a total of 88,914.00 shares. In addition, there have been 14 sales at an average price of $50.30 for 82,518.00 shares. Based on historical transaction data and NEAR's current price of $50.95, Arkfeld Wealth Strategies, L.L.C.'s estimated gain on his NEAR holdings is $30,979.63, reflecting a 0.70% gain to date.

Arkfeld Wealth Strategies, L.L.C. NEAR ($50.95) Holding Chart

Arkfeld Wealth Strategies, L.L.C. NEAR ($50.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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