Gerber Kawasaki Wealth & Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2025 Q4	–	Sell	-4,909	Closed	-$252K	–	344
2025 Q3	$252K	Sell	4,909 -200	-4%	-$10.2K	0.01%	290
2025 Q2	$261K	Sell	5,109 -155	-3%	-$7.87K	0.01%	276
2025 Q1	$268K	Buy	5,264 +718	+16%	+$36.4K	0.01%	262
2024 Q4	$230K	Buy	4,546 +208	+5%	+$10.5K	0.01%	261
2024 Q3	$222K	Sell	4,338 -692	-14%	-$35.2K	0.01%	268
2024 Q2	$253K	Buy	5,030 +17	+0.3%	+$853	0.01%	247
2024 Q1	$253K	Sell	5,013 -595	-11%	-$30K	0.01%	243
2023 Q4	$283K	Sell	5,608 -2,696	-32%	-$135K	0.02%	209
2023 Q3	$414K	Sell	8,304 -4,239	-34%	-$211K	0.03%	172
2023 Q2	$624K	Buy	12,543 +1	+0%	+$50	0.04%	149
2023 Q1	$622K	Sell	12,542 -1,855	-13%	-$91.8K	0.05%	152
2022 Q4	$709K	Sell	14,397 -7,004	-33%	-$344K	0.06%	144
2022 Q3	$1.05M	Sell	21,401 -868	-4%	-$42.8K	0.1%	112
2022 Q2	$1.1M	Buy	22,269 +2,238	+11%	+$111K	0.1%	110
2022 Q1	$992K	Sell	20,031 -1,250	-6%	-$62.2K	0.08%	113
2021 Q4	$1.06M	Sell	21,281 -9,970	-32%	-$499K	0.08%	103
2021 Q3	$1.57M	Sell	31,251 -5,638	-15%	-$283K	0.2%	58
2021 Q2	$1.85M	Sell	36,889 -3,433	-9%	-$172K	0.19%	80
2021 Q1	$2.02M	Sell	40,322 -2,654	-6%	-$133K	0.24%	67
2020 Q4	$2.16M	Sell	42,976 -6,157	-13%	-$309K	0.3%	60
2020 Q3	$2.46M	Buy	49,133 +9,949	+25%	+$498K	0.53%	37
2020 Q2	$1.96M	Buy	39,184 +8,549	+28%	+$423K	0.43%	48
2020 Q1	$1.49M	Buy	30,635 +1,047	+4%	+$52.2K	0.42%	51
2019 Q4	$1.49M	Buy	29,588 +8,396	+40%	+$422K	0.37%	55
2019 Q3	$1.07M	Sell	21,192 -23,618	-53%	-$1.19M	0.31%	56
2019 Q2	$2.25M	Sell	44,810 -2,905	-6%	-$146K	0.66%	36
2019 Q1	$2.4M	Buy	47,715 +5,778	+14%	+$289K	0.71%	37
2018 Q4	$2.09M	Buy	41,937 +33,502	+397%	+$1.68M	0.73%	38
2018 Q3	$422K	Buy	+8,435	New	+$423K	0.11%	76
2018 Q2	–	Sell	-5,695	Closed	-$285K	–	114
2018 Q1	$285K	Buy	+5,695	New	+$286K	0.09%	87

Other funds holding NEAR

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NEAR Position: Q4 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2025, closing a stake of 4,909 shares — an estimated $252K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in NEAR in Q1 2018 and held it in 30 quarters. The position peaked at $2.46M in Q3 2020. 396 funds tracked by Wall St. Rank hold NEAR as of Q4 2025.

Gerber Kawasaki Wealth & Investment Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2025 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 4,909 iShares Short Maturity Bond ETF shares in Q4 2025, an estimated $252K.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 30 quarters.
Gerber Kawasaki Wealth & Investment Management's iShares Short Maturity Bond ETF position peaked at $2.46M in Q3 2020.
396 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.