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 Q2	$484K	Sell	9,547 -554	-5%	-$28.1K	﹤0.01%	359
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GW&K Investment Management's NEAR Position: Q2 2026 in Review

GW&K Investment Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 5.5% in Q2 2026, selling an estimated $28.1K and leaving 9,547 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

GW&K Investment Management first reported a position in NEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $513K in Q1 2026. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

GW&K Investment Management held 9,547 shares of iShares Short Maturity Bond ETF worth $484K as of Q2 2026.
GW&K Investment Management sold 554 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $28.1K.
iShares Short Maturity Bond ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #359 holding.
GW&K Investment Management first reported a position in iShares Short Maturity Bond ETF in Q4 2024 and has held it in 7 quarters since.
GW&K Investment Management's iShares Short Maturity Bond ETF position peaked at $513K in Q1 2026.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.