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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
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

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.