Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$37,690.98
% of Total Estimate Gain
0.26%

Sage Advisory Services, Ltd.Co.'s iShares Short Duration Bond Active ETF Holding Summary

As of 2025-03-31, Sage Advisory Services, Ltd.Co. held - shares of iShares Short Duration Bond Active ETF(NEAR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Sage Advisory Services, Ltd.Co. now holds 0% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.

The initial trade took place in 2020Q1. And since then Sage Advisory Services, Ltd.Co. has made 7 purchases of NEAR, at an average price of $49.93, for a total of 286,679.00 shares. In addition, there have been 12 sales at an average price of $50.06 for 286,679.00 shares. Based on historical transaction data and NEAR's current price of $50.95, Sage Advisory Services, Ltd.Co.'s estimated gain on his NEAR holdings is $37,690.98, reflecting a 0.26% gain to date.

Sage Advisory Services, Ltd.Co. NEAR ($50.95) Holding Chart

Sage Advisory Services, Ltd.Co. 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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