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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
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

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

Clark Capital Management Group's NEAR Position: Q1 2026 in Review

Clark Capital Management Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 91% in Q1 2026, selling an estimated $9.32M and leaving 18,338 shares worth $932K. The position accounts for 0.01% of the portfolio, ranked #313.

Clark Capital Management Group first reported a position in NEAR in Q4 2018 and has held it in 12 quarters since. The position peaked at $47.2M in Q4 2018. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Clark Capital Management Group held 18,338 shares of iShares Short Maturity Bond ETF worth $932K as of Q1 2026.
  • Clark Capital Management Group sold 182,537 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $9.32M.
  • iShares Short Maturity Bond ETF made up 0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #313 holding.
  • Clark Capital Management Group first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 12 quarters since.
  • Clark Capital Management Group's iShares Short Maturity Bond ETF position peaked at $47.2M in Q4 2018.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.