Werba Rubin Papier Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Werba Rubin Papier Wealth 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 Q3	–	Sell	-16,964	Closed	-$867K	–	250
2025 Q2	$867K	Buy	16,964 +3,086	+22%	+$157K	0.16%	82
2025 Q1	$706K	Buy	13,878 +419	+3%	+$21.2K	0.15%	81
2024 Q4	$680K	Sell	13,459 -63	-0.5%	-$3.19K	0.16%	82
2024 Q3	$693K	Buy	13,522 +2,117	+19%	+$108K	0.16%	80
2024 Q2	$574K	Buy	+11,405	New	+$572K	0.16%	79

Other funds holding NEAR

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Werba Rubin Papier Wealth Management's NEAR Position: Q3 2025 in Review

Werba Rubin Papier Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2025, closing a stake of 16,964 shares — an estimated $867K sold.

Werba Rubin Papier Wealth Management first reported a position in NEAR in Q2 2024 and held it in 5 quarters. The position peaked at $867K in Q2 2025. 374 funds tracked by Wall St. Rank hold NEAR as of Q3 2025.

Werba Rubin Papier Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q3 2025 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 16,964 iShares Short Maturity Bond ETF shares in Q3 2025, an estimated $867K.
Werba Rubin Papier Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q2 2024 and held it in 5 quarters.
Werba Rubin Papier Wealth Management's iShares Short Maturity Bond ETF position peaked at $867K in Q2 2025.
374 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.