First Citizens Financial Corp’s iShares Short Maturity Bond ETF NEAR Stock Holding History

First Citizens 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	$3.82M	Buy	75,443 +3,599	+5%	+$182K	1.6%	18
2026 Q1	$3.65M	Buy	71,844 +32,683	+83%	+$1.67M	1.72%	16
2025 Q4	$2M	Buy	39,161 +1,095	+3%	+$56.1K	0.99%	25
2025 Q3	$1.95M	Buy	38,066 +4,910	+15%	+$251K	0.96%	28
2025 Q2	$1.69M	Sell	33,156 -1,805	-5%	-$91.7K	0.93%	29
2025 Q1	$1.78M	Sell	34,961 -27,299	-44%	-$1.38M	1.01%	30
2024 Q4	$3.14M	Buy	62,260 +259	+0.4%	+$13.1K	1.71%	17
2024 Q3	$3.18M	Buy	62,001 +40,621	+190%	+$2.06M	1.68%	19
2024 Q2	$1.08M	Sell	21,380 -534	-2%	-$26.8K	0.64%	41
2024 Q1	$1.11M	Hold	21,914	–	–	0.66%	40
2023 Q4	$1.11M	Buy	21,914 +1,725	+9%	+$86.3K	0.71%	39
2023 Q3	$1.01M	Buy	+20,189	New	+$1M	0.71%	34
2022 Q1	–	Sell	-19,945	Closed	-$996K	–	106
2021 Q4	$996K	Buy	+19,945	New	+$998K	0.73%	31

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

First Citizens Financial Corp's NEAR Position: Q2 2026 in Review

First Citizens Financial Corp increased its iShares Short Maturity Bond ETF (NEAR) stake by 5% in Q2 2026, buying an estimated $182K and bringing the position to 75,443 shares worth $3.82M. The position accounts for 1.6% of the portfolio, ranked #18.

First Citizens Financial Corp first reported a position in NEAR in Q4 2021 and has held it in 13 quarters since. 405 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

First Citizens Financial Corp held 75,443 shares of iShares Short Maturity Bond ETF worth $3.82M as of Q2 2026.
First Citizens Financial Corp bought 3,599 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $182K.
iShares Short Maturity Bond ETF made up 1.6% of First Citizens Financial Corp's portfolio in Q2 2026, its #18 holding.
First Citizens Financial Corp first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 13 quarters since.
405 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.