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

Tranquility 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	-8,917	Closed	-$439K	–	211
2022 Q3	$439K	Sell	8,917 -489	-5%	-$24.1K	0.24%	111
2022 Q2	$463K	Sell	9,406 -305	-3%	-$15.1K	0.24%	117
2022 Q1	$481K	Hold	9,711	–	–	0.23%	115
2021 Q4	$485K	Sell	9,711 -652	-6%	-$32.6K	0.22%	110
2021 Q3	$520K	Sell	10,363 -8,302	-44%	-$416K	0.26%	102
2021 Q2	$936K	Sell	18,665 -460	-2%	-$23.1K	0.53%	59
2021 Q1	$960K	Sell	19,125 -707	-4%	-$35.5K	0.6%	54
2020 Q4	$995K	Buy	19,832 +1,836	+10%	+$92.1K	0.7%	39
2020 Q3	$902K	Buy	17,996 +2,181	+14%	+$109K	0.77%	39
2020 Q2	$791K	Buy	+15,815	New	+$782K	0.74%	40
2019 Q4	–	Sell	-7,775	Closed	-$391K	–	157
2019 Q3	$391K	Sell	7,775 -1,000	-11%	-$50.3K	0.41%	80
2019 Q2	$442K	Buy	+8,775	New	+$441K	0.48%	65

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tranquility Partners's NEAR Position: Q4 2022 in Review

Tranquility Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2022, closing a stake of 8,917 shares — an estimated $439K sold.

Tranquility Partners first reported a position in NEAR in Q2 2019 and held it in 12 quarters. The position peaked at $995K in Q4 2020. 359 funds tracked by Wall St. Rank hold NEAR as of Q4 2022.

Tranquility Partners reported no remaining iShares Short Maturity Bond ETF position as of Q4 2022 after selling out during the quarter.
Tranquility Partners sold 8,917 iShares Short Maturity Bond ETF shares in Q4 2022, an estimated $439K.
Tranquility Partners first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 12 quarters.
Tranquility Partners's iShares Short Maturity Bond ETF position peaked at $995K in Q4 2020.
359 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2022.

Based on Tranquility Partners's 13F filing for Q4 2022, filed 2 Feb 2023.