Pflug Koory, LLC NEAR Holdings History

Number of Shares
14,831.00
Current Holdings Value*
$757,890.00
% of Portfolio
0.38%
Total Estimate Gain
$5,967.18
% of Total Estimate Gain
0.64%

Pflug Koory, LLC's iShares Short Duration Bond Active ETF Holding Summary

As of 2025-06-30, Pflug Koory, LLC held 14,831.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $757,890.00. This investment constitutes 0.38% of their stock portfolio, and Pflug Koory, LLC now holds 0.02% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.

The initial trade took place in 2020Q1. And since then Pflug Koory, LLC has made 5 purchases of NEAR, at an average price of $50.43, for a total of 18,440.00 shares. In addition, there have been 2 sales at an average price of $49.97 for 3,609.00 shares. Based on historical transaction data and NEAR's current price of $50.95, Pflug Koory, LLC's estimated gain on his NEAR holdings is $5,967.18, reflecting a 0.64% gain to date.

Pflug Koory, LLC NEAR ($50.95) Holding Chart

Pflug Koory, LLC 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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