RPSA
NEAR icon

Richard P. Slaughter Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Richard P. Slaughter Associates’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
Q4 		– Sell
-10,088
Closed -$517K – 155
2024
Q3 		$517K Sell
10,088
-538,689
-98% -$27.4M 0.12% 110
2024
Q2 		$27.6M Buy
548,777
+4,802
+0.9% +$241K 6.52% 2
2024
Q1 		$27.4M Buy
543,975
+12,989
+2% +$655K 6.65% 2
2023
Q4 		$26.8M Sell
530,986
-263,137
-33% -$13.2M 6.67% 2
2023
Q3 		$39.6M Buy
794,123
+145,309
+22% +$7.23M 10.61% 1
2023
Q2 		$32.3M Buy
+648,814
New +$32.2M 9.29% 1

Other funds holding NEAR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return