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Laffer Tengler Investments’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Laffer Tengler Investments’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,499
Closed -$631K – 425
2024
Q1 		$631K Buy
12,499
+738
+6% +$37.2K 0.16% 103
2023
Q4 		$594K Buy
11,761
+2,349
+25% +$118K 0.16% 100
2023
Q3 		$470K Buy
9,412
+11
+0.1% +$547 0.14% 104
2023
Q2 		$467K Sell
9,401
-2,064
-18% -$102K 0.12% 139
2023
Q1 		$569K Sell
11,465
-3,011
-21% -$149K 0.15% 132
2022
Q4 		$713K Buy
14,476
+598
+4% +$29.4K 0.21% 114
2022
Q3 		$684K Sell
13,878
-2,571
-16% -$127K 0.25% 108
2022
Q2 		$810K Sell
16,449
-1,246
-7% -$61.6K 0.28% 102
2022
Q1 		$877K Sell
17,695
-2,511
-12% -$125K 0.26% 111
2021
Q4 		$1.01M Sell
20,206
-1,829
-8% -$91.5K 0.29% 106
2021
Q3 		$1.1M Sell
22,035
-2,100
-9% -$105K 0.32% 110
2021
Q2 		$1.21M Buy
24,135
+703
+3% +$35.3K 0.45% 83
2021
Q1 		$1.18M Sell
23,432
-3,702
-14% -$186K 0.45% 79
2020
Q4 		$1.36M Buy
27,134
+4,037
+17% +$202K 0.57% 61
2020
Q3 		$1.16M Buy
23,097
+14,030
+155% +$703K 0.58% 62
2020
Q2 		$453K Buy
+9,067
New +$448K 0.26% 89

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laffer Tengler Investments's NEAR Position: Q2 2024 in Review

Laffer Tengler Investments sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2024, closing a stake of 12,499 shares — an estimated $631K sold.

Laffer Tengler Investments first reported a position in NEAR in Q2 2020 and held it in 16 quarters. The position peaked at $1.36M in Q4 2020. 321 funds tracked by Wall St. Rank hold NEAR as of Q2 2024.

  • Laffer Tengler Investments reported no remaining iShares Short Maturity Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 12,499 iShares Short Maturity Bond ETF shares in Q2 2024, an estimated $631K.
  • Laffer Tengler Investments first reported a position in iShares Short Maturity Bond ETF in Q2 2020 and held it in 16 quarters.
  • Laffer Tengler Investments's iShares Short Maturity Bond ETF position peaked at $1.36M in Q4 2020.
  • 321 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.