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Eudaimonia Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Eudaimonia Partners’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
2022
Q4 		– Sell
-4,145
Closed -$204K – 355
2022
Q3 		$204K Sell
4,145
-1,924
-32% -$94.8K 0.05% 306
2022
Q2 		$299K Buy
+6,069
New +$300K 0.05% 294
2021
Q2 		– Sell
-381
Closed -$19K – 1004
2021
Q1 		$19K Sell
381
-1,734
-82% -$87.1K ﹤0.01% 961
2020
Q4 		$106K Sell
2,115
-636
-23% -$31.9K 0.02% 439
2020
Q3 		$138K Sell
2,751
-1,065
-28% -$53.3K 0.04% 340
2020
Q2 		$191K Sell
3,816
-4,863
-56% -$240K 0.07% 241
2020
Q1 		$421K Sell
8,679
-15,776
-65% -$786K 0.18% 132
2019
Q4 		$1.23M Buy
+24,455
New +$1.23M 0.49% 53

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eudaimonia Partners's NEAR Position: Q4 2022 in Review

Eudaimonia Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2022, closing a stake of 4,145 shares — an estimated $204K sold.

Eudaimonia Partners first reported a position in NEAR in Q4 2019 and held it in 8 quarters. The position peaked at $1.23M in Q4 2019. 359 funds tracked by Wall St. Rank hold NEAR as of Q4 2022.

  • Eudaimonia Partners reported no remaining iShares Short Maturity Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Eudaimonia Partners sold 4,145 iShares Short Maturity Bond ETF shares in Q4 2022, an estimated $204K.
  • Eudaimonia Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 8 quarters.
  • Eudaimonia Partners's iShares Short Maturity Bond ETF position peaked at $1.23M in Q4 2019.
  • 359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2022.

Based on Eudaimonia Partners's 13F filing for Q4 2022, filed 24 Jan 2023.