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

Jaffetilchin Investment 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
2020 Q2	–	Sell	-20,105	Closed	-$975K	–	228
2020 Q1	$975K	Sell	20,105 -393	-2%	-$19.6K	0.34%	43
2019 Q4	$1.03M	Sell	20,498 -1,714	-8%	-$86.2K	0.22%	71
2019 Q3	$1.12M	Sell	22,212 -621	-3%	-$31.2K	0.27%	57
2019 Q2	$1.15M	Sell	22,833 -973	-4%	-$48.9K	0.27%	62
2019 Q1	$1.2M	Sell	23,806 -5,657	-19%	-$283K	0.27%	56
2018 Q4	$1.47M	Buy	+29,463	New	+$1.47M	0.37%	40
2017 Q1	–	Sell	-7,029	Closed	-$353K	–	273
2016 Q4	$353K	Buy	+7,029	New	+$353K	0.11%	162

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return

Jaffetilchin Investment Partners's NEAR Position: Q2 2020 in Review

Jaffetilchin Investment Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2020, closing a stake of 20,105 shares — an estimated $975K sold.

Jaffetilchin Investment Partners first reported a position in NEAR in Q4 2016 and held it in 7 quarters. The position peaked at $1.47M in Q4 2018. 371 funds tracked by Wall St. Rank hold NEAR as of Q2 2020.

Jaffetilchin Investment Partners reported no remaining iShares Short Maturity Bond ETF position as of Q2 2020 after selling out during the quarter.
Jaffetilchin Investment Partners sold 20,105 iShares Short Maturity Bond ETF shares in Q2 2020, an estimated $975K.
Jaffetilchin Investment Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and held it in 7 quarters.
Jaffetilchin Investment Partners's iShares Short Maturity Bond ETF position peaked at $1.47M in Q4 2018.
371 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2020, filed 31 Jul 2020.