Forbes Financial Planning, Inc. NEAR Holdings History
Forbes Financial Planning, Inc.'s iShares Short Duration Bond Active ETF Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 159,620.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $8.12 Mil. This investment constitutes 6.01% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0.25% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.
The initial trade took place in 2024Q2. And since then Forbes Financial Planning, Inc. has made 3 purchases of NEAR, at an average price of $50.26, for a total of 164,264.00 shares. In addition, there have been 1 sales at an average price of $50.66 for 4,644.00 shares. Based on historical transaction data and NEAR's current price of $50.95, Forbes Financial Planning, Inc.'s estimated gain on his NEAR holdings is $112,385.60, reflecting a 1.36% gain to date.
Forbes Financial Planning, Inc. NEAR ($50.95) Holding Chart
Forbes Financial Planning, Inc. 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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