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Peapack-Gladstone Financial Corp’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Peapack-Gladstone Financial Corp’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 		$21.2M Buy
417,124
+129,789
+45% +$6.63M 0.27% 98
2025
Q4 		$14.7M Buy
287,335
+48,277
+20% +$2.47M 0.18% 123
2025
Q3 		$12.3M Buy
239,058
+54,001
+29% +$2.76M 0.16% 138
2025
Q2 		$9.46M Buy
185,057
+108,608
+142% +$5.52M 0.13% 157
2025
Q1 		$3.89M Buy
+76,449
New +$3.87M 0.06% 249

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

Peapack-Gladstone Financial Corp's NEAR Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp increased its iShares Short Maturity Bond ETF (NEAR) stake by 45% in Q1 2026, buying an estimated $6.63M and bringing the position to 417,124 shares worth $21.2M. The position accounts for 0.27% of the portfolio, ranked #98.

Peapack-Gladstone Financial Corp first reported a position in NEAR in Q1 2025 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 417,124 shares of iShares Short Maturity Bond ETF worth $21.2M as of Q1 2026.
  • Peapack-Gladstone Financial Corp bought 129,789 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $6.63M.
  • iShares Short Maturity Bond ETF made up 0.27% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #98 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.