RMR Wealth Builders NEAR Holdings History

Number of Shares
34,473.00
Current Holdings Value*
$1.76 Mil
% of Portfolio
0.16%
Total Estimate Gain
$5,515.68
% of Total Estimate Gain
0.32%

RMR Wealth Builders's iShares Short Duration Bond Active ETF Holding Summary

As of 2025-06-30, RMR Wealth Builders held 34,473.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $1.76 Mil. This investment constitutes 0.16% of their stock portfolio, and RMR Wealth Builders now holds 0.05% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.

The initial trade took place in 2025Q2. And since then RMR Wealth Builders has made 1 purchases of NEAR, at an average price of $50.79, for a total of 34,473.00 shares. Based on historical transaction data and NEAR's current price of $50.95, RMR Wealth Builders's estimated gain on his NEAR holdings is $5,515.68, reflecting a 0.32% gain to date.

RMR Wealth Builders NEAR ($50.95) Holding Chart

RMR Wealth Builders 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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