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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

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

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. 77 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.
  • 77 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.