Number of Shares
32,218.00
Current Holdings Value*
$1.64 Mil
% of Portfolio
1.15%
Total Estimate Gain
$8,959.70
% of Total Estimate Gain
0.55%

Keystone Financial Group, Inc.'s iShares Short Duration Bond Active ETF Holding Summary

As of 2025-03-31, Keystone Financial Group, Inc. held 32,218.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $1.64 Mil. This investment constitutes 1.15% of their stock portfolio, and Keystone Financial Group, Inc. now holds 0.05% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.

The initial trade took place in 2024Q4. And since then Keystone Financial Group, Inc. has made 1 purchases of NEAR, at an average price of $50.67, for a total of 32,218.00 shares. Based on historical transaction data and NEAR's current price of $50.95, Keystone Financial Group, Inc.'s estimated gain on his NEAR holdings is $8,959.70, reflecting a 0.55% gain to date.

Keystone Financial Group, Inc. NEAR ($50.95) Holding Chart

Keystone Financial Group, 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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