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 Q2	$27M	Buy	533,561 +116,437	+28%	+$5.9M	0.31%	87
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

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

Peapack-Gladstone Financial Corp's NEAR Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its iShares Short Maturity Bond ETF (NEAR) stake by 28% in Q2 2026, buying an estimated $5.9M and bringing the position to 533,561 shares worth $27M. The position accounts for 0.31% of the portfolio, ranked #87.

Peapack-Gladstone Financial Corp first reported a position in NEAR in Q1 2025 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Peapack-Gladstone Financial Corp held 533,561 shares of iShares Short Maturity Bond ETF worth $27M as of Q2 2026.
Peapack-Gladstone Financial Corp bought 116,437 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $5.9M.
iShares Short Maturity Bond ETF made up 0.31% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #87 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares Short Maturity Bond ETF in Q1 2025 and has held it in 6 quarters since.
404 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.