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Clark Capital Management Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Clark Capital Management 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
Q2 		$1.64M Buy
32,284
+13,946
+76% +$707K 0.01% 294
2026
Q1 		$932K Sell
18,338
-182,537
-91% -$9.32M 0.01% 313
2025
Q4 		$10.3M Buy
+200,875
New +$10.3M 0.06% 165
2025
Q3 		– Sell
-5,999
Closed -$307K – 462
2025
Q2 		$307K Sell
5,999
-5,221
-47% -$265K ﹤0.01% 369
2025
Q1 		$571K Sell
11,220
-154,419
-93% -$7.82M ﹤0.01% 336
2024
Q4 		$8.36M Buy
+165,639
New +$8.4M 0.06% 164
2024
Q1 		– Sell
-269,836
Closed -$13.6M – 420
2023
Q4 		$13.6M Buy
269,836
+236,992
+722% +$11.9M 0.11% 146
2023
Q3 		$1.64M Buy
32,844
+16,868
+106% +$839K 0.02% 231
2023
Q2 		$794K Buy
15,976
+4,461
+39% +$221K 0.01% 265
2023
Q1 		$571K Sell
11,515
-114,257
-91% -$5.66M 0.01% 278
2022
Q4 		$6.2M Buy
125,772
+29,630
+31% +$1.46M 0.06% 168
2022
Q3 		$4.74M Buy
+96,142
New +$4.74M 0.06% 168
2019
Q1 		– Sell
-947,494
Closed -$47.2M – 314
2018
Q4 		$47.2M Buy
+947,494
New +$47.4M 1.27% 20

Other funds holding NEAR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clark Capital Management Group's NEAR Position: Q2 2026 in Review

Clark Capital Management Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 76% in Q2 2026, buying an estimated $707K and bringing the position to 32,284 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #294.

Clark Capital Management Group first reported a position in NEAR in Q4 2018 and has held it in 13 quarters since. The position peaked at $47.2M in Q4 2018. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Clark Capital Management Group held 32,284 shares of iShares Short Maturity Bond ETF worth $1.64M as of Q2 2026.
  • Clark Capital Management Group bought 13,946 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $707K.
  • iShares Short Maturity Bond ETF made up 0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #294 holding.
  • Clark Capital Management Group first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 13 quarters since.
  • Clark Capital Management Group's iShares Short Maturity Bond ETF position peaked at $47.2M in Q4 2018.
  • 404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.