Number of Shares
67,352.00
Current Holdings Value*
$3.40 Mil
% of Portfolio
1.54%
Total Estimate Gain
$-284,965.55
% of Total Estimate Gain
-1.10%

Columbia Trust Co 01012016's iShares Short Duration Bond Active ETF Holding Summary

As of 2023-12-31, Columbia Trust Co 01012016 held 67,352.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $3.40 Mil. This investment constitutes 1.54% of their stock portfolio, and Columbia Trust Co 01012016 now holds 0.09% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.

The initial trade took place in 2020Q1. And since then Columbia Trust Co 01012016 has made 8 purchases of NEAR, at an average price of $49.96, for a total of 516,237.00 shares. In addition, there have been 7 sales at an average price of $49.18 for 448,885.00 shares. Based on historical transaction data and NEAR's current price of $50.99, Columbia Trust Co 01012016's estimated gain on his NEAR holdings is $-284,965.55, reflecting a -1.10% gain to date.

Columbia Trust Co 01012016 NEAR ($50.99) Holding Chart

Columbia Trust Co 01012016 NEAR ($50.99) 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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