Number of Shares
41,891.00
Current Holdings Value*
$2.14 Mil
% of Portfolio
2.29%
Total Estimate Gain
$11,226.79
% of Total Estimate Gain
0.50%

Unified Investment Management's iShares Short Duration Bond Active ETF Holding Summary

As of 2025-06-30, Unified Investment Management held 41,891.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $2.14 Mil. This investment constitutes 2.29% of their stock portfolio, and Unified Investment Management now holds 0.06% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.

The initial trade took place in 2024Q4. And since then Unified Investment Management has made 1 purchases of NEAR, at an average price of $50.70, for a total of 44,061.00 shares. In addition, there have been 1 sales at an average price of $50.66 for 2,170.00 shares. Based on historical transaction data and NEAR's current price of $50.97, Unified Investment Management's estimated gain on his NEAR holdings is $11,226.79, reflecting a 0.50% gain to date.

Unified Investment Management NEAR ($50.97) Holding Chart

Unified Investment Management NEAR ($50.97) 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 %

Top Ranked Articles

  • 1