Baird Financial Group
NEAR icon

Baird Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Baird Financial Group’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
2026
Q1 		$6.25M Buy
122,951
+63,842
+108% +$3.26M 0.01% 683
2025
Q4 		$3.02M Buy
59,109
+23,265
+65% +$1.19M ﹤0.01% 907
2025
Q3 		$1.84M Buy
35,844
+2,450
+7% +$125K ﹤0.01% 1082
2025
Q2 		$1.71M Sell
33,394
-12,844
-28% -$652K ﹤0.01% 1055
2025
Q1 		$2.35M Buy
46,238
+303
+0.7% +$15.3K ﹤0.01% 920
2024
Q4 		$2.32M Buy
45,935
+695
+2% +$35.2K ﹤0.01% 918
2024
Q3 		$2.32M Buy
45,240
+6,421
+17% +$326K ﹤0.01% 925
2024
Q2 		$1.95M Buy
38,819
+3,019
+8% +$151K ﹤0.01% 963
2024
Q1 		$1.81M Buy
35,800
+6,134
+21% +$309K ﹤0.01% 986
2023
Q4 		$1.5M Buy
29,666
+390
+1% +$19.5K ﹤0.01% 1014
2023
Q3 		$1.46M Buy
29,276
+1,807
+7% +$89.9K ﹤0.01% 1004
2023
Q2 		$1.37M Sell
27,469
-1,622
-6% -$80.5K ﹤0.01% 1017
2023
Q1 		$1.44M Sell
29,091
-2,215
-7% -$110K ﹤0.01% 988
2022
Q4 		$1.54M Sell
31,306
-18,625
-37% -$916K ﹤0.01% 950
2022
Q3 		$2.46M Buy
49,931
+4,229
+9% +$208K 0.01% 764
2022
Q2 		$2.25M Sell
45,702
-31,607
-41% -$1.56M 0.01% 807
2022
Q1 		$3.83M Buy
77,309
+1,721
+2% +$85.6K 0.01% 682
2021
Q4 		$3.78M Buy
75,588
+35,538
+89% +$1.78M 0.01% 698
2021
Q3 		$2.01M Buy
40,050
+17,456
+77% +$875K 0.01% 951
2021
Q2 		$1.13M Buy
22,594
+14,256
+171% +$715K ﹤0.01% 1140
2021
Q1 		$418K Buy
8,338
+1,827
+28% +$91.7K ﹤0.01% 1408
2020
Q4 		$327K Sell
6,511
-14,322
-69% -$718K ﹤0.01% 1349
2020
Q3 		$1.04M Buy
20,833
+5,367
+35% +$269K ﹤0.01% 933
2020
Q2 		$773K Sell
15,466
-13,954
-47% -$690K ﹤0.01% 1009
2020
Q1 		$1.43M Sell
29,420
-27,614
-48% -$1.38M 0.01% 790
2019
Q4 		$2.87M Sell
57,034
-28,629
-33% -$1.44M 0.01% 673
2019
Q3 		$4.31M Sell
85,663
-12,018
-12% -$604K 0.02% 550
2019
Q2 		$4.92M Sell
97,681
-20,185
-17% -$1.01M 0.02% 515
2019
Q1 		$5.92M Sell
117,866
-28,784
-20% -$1.44M 0.03% 404
2018
Q4 		$7.31M Buy
146,650
+15,177
+12% +$759K 0.05% 348
2018
Q3 		$6.59M Sell
131,473
-2,846
-2% -$143K 0.04% 392
2018
Q2 		$6.74M Buy
134,319
+39,017
+41% +$1.96M 0.05% 364
2018
Q1 		$4.78M Buy
95,302
+20,472
+27% +$1.03M 0.03% 433
2017
Q4 		$3.75M Buy
74,830
+8,926
+14% +$448K 0.03% 472
2017
Q3 		$3.31M Buy
65,904
+6,038
+10% +$303K 0.03% 500
2017
Q2 		$3.01M Sell
59,866
-1,738
-3% -$87.3K 0.02% 510
2017
Q1 		$3.1M Sell
61,604
-1,576
-2% -$79.1K 0.03% 491
2016
Q4 		$3.17M Buy
63,180
+23,816
+61% +$1.19M 0.03% 464
2016
Q3 		$1.98M Sell
39,364
-27,596
-41% -$1.38M 0.02% 561
2016
Q2 		$3.36M Sell
66,960
-158
-0.2% -$7.91K 0.03% 433
2016
Q1 		$3.36M Buy
+67,118
New +$3.36M 0.03% 434

Other funds holding NEAR

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group's NEAR Position: Q1 2026 in Review

Baird Financial Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 108% in Q1 2026, buying an estimated $3.26M and bringing the position to 122,951 shares worth $6.25M. The position accounts for 0.01% of the portfolio, ranked #683.

Baird Financial Group first reported a position in NEAR in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.31M in Q4 2018. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Baird Financial Group held 122,951 shares of iShares Short Maturity Bond ETF worth $6.25M as of Q1 2026.
  • Baird Financial Group bought 63,842 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $3.26M.
  • iShares Short Maturity Bond ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #683 holding.
  • Baird Financial Group first reported a position in iShares Short Maturity Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • Baird Financial Group's iShares Short Maturity Bond ETF position peaked at $7.31M in Q4 2018.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.