WRPWM
Werba Rubin Papier Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Buy |
16,964
+3,086
| +22% | +$158K | 0.16% | 82 |
|
|
2025
Q1 | $706K | Buy |
13,878
+419
| +3% | +$21.3K | 0.15% | 81 |
|
|
2024
Q4 | $680K | Sell |
13,459
-63
| -0.5% | -$3.18K | 0.16% | 82 |
|
|
2024
Q3 | $693K | Buy |
13,522
+2,117
| +19% | +$108K | 0.16% | 80 |
|
|
2024
Q2 | $574K | Buy |
+11,405
| New | +$574K | 0.16% | 79 |
|