Values First Advisors, Inc. NEAR Holdings History
Values First Advisors, Inc.'s iShares Short Duration Bond Active ETF Holding Summary
As of 2025-03-31, Values First Advisors, Inc. held 83,352.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $4.24 Mil. This investment constitutes 2.47% of their stock portfolio, and Values First Advisors, Inc. now holds 0.13% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.
The initial trade took place in 2019Q4. And since then Values First Advisors, Inc. has made 8 purchases of NEAR, at an average price of $49.35, for a total of 186,282.00 shares. In addition, there have been 5 sales at an average price of $49.43 for 102,930.00 shares. Based on historical transaction data and NEAR's current price of $50.95, Values First Advisors, Inc.'s estimated gain on his NEAR holdings is $141,759.08, reflecting a 1.54% gain to date.
Values First Advisors, Inc. NEAR ($50.95) Holding Chart
Values First Advisors, Inc. 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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