CSB
NEAR icon

City State Bank’s iShares Short Maturity Bond ETF NEAR Stock Holding History

City State Bank’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 		$8.81K Hold
174
– – ﹤0.01% 562
2026
Q1 		$8.85K Hold
174
– – ﹤0.01% 559
2025
Q4 		$8.89K Hold
174
– – ﹤0.01% 542
2025
Q3 		$8.92K Hold
174
– – ﹤0.01% 526
2025
Q2 		$8.89K Hold
174
– – ﹤0.01% 525
2025
Q1 		$8.85K Hold
174
– – ﹤0.01% 518
2024
Q4 		$8.79K Hold
174
– – ﹤0.01% 508
2024
Q3 		$8.92K Hold
174
– – ﹤0.01% 509
2024
Q2 		$8.76K Hold
174
– – ﹤0.01% 497
2024
Q1 		$9K Hold
174
– – ﹤0.01% 497
2023
Q4 		$9K Hold
174
– – ﹤0.01% 484
2023
Q3 		$9K Hold
174
– – 0.01% 475
2023
Q2 		$9K Hold
174
– – ﹤0.01% 487
2023
Q1 		$9K Hold
174
– – 0.01% 488
2022
Q4 		$9K Hold
174
– – 0.01% 460
2022
Q3 		$9K Hold
174
– – 0.01% 442
2022
Q2 		$8K Hold
174
– – 0.01% 473
2022
Q1 		$9K Hold
174
– – 0.01% 488
2021
Q4 		$9K Buy
+174
New +$8.7K 0.01% 490

Other funds holding NEAR

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

City State Bank's NEAR Position: Q2 2026 in Review

City State Bank held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2026 at 174 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

City State Bank first reported a position in NEAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $9K in Q1 2024. 88 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • City State Bank held 174 shares of iShares Short Maturity Bond ETF worth $8.81K as of Q2 2026.
  • City State Bank left its iShares Short Maturity Bond ETF share count unchanged in Q2 2026.
  • iShares Short Maturity Bond ETF made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #562 holding.
  • City State Bank first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • City State Bank's iShares Short Maturity Bond ETF position peaked at $9K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.