Syverson Strege & Co NEAR Holdings History

Number of Shares
6,747.00
Current Holdings Value*
$343,240.00
% of Portfolio
0.11%
Total Estimate Gain
$-10,361.39
% of Total Estimate Gain
-0.11%

Syverson Strege & Co's iShares Short Duration Bond Active ETF Holding Summary

As of 2025-03-31, Syverson Strege & Co held 6,747.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $343,240.00. This investment constitutes 0.11% of their stock portfolio, and Syverson Strege & Co now holds 0.01% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.

The initial trade took place in 2020Q4. And since then Syverson Strege & Co has made 3 purchases of NEAR, at an average price of $50.15, for a total of 180,189.00 shares. In addition, there have been 14 sales at an average price of $50.06 for 173,442.00 shares. Based on historical transaction data and NEAR's current price of $50.84, Syverson Strege & Co's estimated gain on his NEAR holdings is $-10,361.39, reflecting a -0.11% gain to date.

Syverson Strege & Co NEAR ($50.84) Holding Chart

Syverson Strege & Co NEAR ($50.84) 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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