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GW&K Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

GW&K Investment 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
2026
Q1 		$513K Buy
10,101
+69
+0.7% +$3.52K ﹤0.01% 347
2025
Q4 		$513K Buy
10,032
+156
+2% +$7.99K ﹤0.01% 347
2025
Q3 		$506K Buy
9,876
+106
+1% +$5.42K ﹤0.01% 347
2025
Q2 		$499K Buy
9,770
+80
+0.8% +$4.06K ﹤0.01% 340
2025
Q1 		$493K Buy
9,690
+125
+1% +$6.33K ﹤0.01% 343
2024
Q4 		$483K Buy
+9,565
New +$485K ﹤0.01% 341

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

GW&K Investment Management's NEAR Position: Q1 2026 in Review

GW&K Investment Management increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.69% in Q1 2026, buying an estimated $3.52K and bringing the position to 10,101 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

GW&K Investment Management first reported a position in NEAR in Q4 2024 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • GW&K Investment Management held 10,101 shares of iShares Short Maturity Bond ETF worth $513K as of Q1 2026.
  • GW&K Investment Management bought 69 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $3.52K.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #347 holding.
  • GW&K Investment Management first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.