FHC
NEAR icon

First Heartland Consultants’s iShares Short Maturity Bond ETF NEAR Stock Holding History

First Heartland Consultants’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
Q3 		$239K Sell
4,789
-2,702
-36% -$136K 0.02% 535
2026
Q2 		$380K Buy
7,491
+1,009
+16% +$51.2K 0.02% 391
2026
Q1 		$330K Sell
6,482
-91
-1% -$4.65K 0.03% 382
2025
Q4 		$336K Buy
6,573
+136
+2% +$6.96K 0.03% 389
2025
Q3 		$330K Buy
6,437
+250
+4% +$12.8K 0.03% 382
2025
Q2 		$316K Buy
6,187
+1,011
+20% +$51.3K 0.03% 373
2025
Q1 		$263K Buy
5,176
+63
+1% +$3.19K 0.03% 370
2024
Q4 		$258K Sell
5,113
-22,475
-81% -$1.14M 0.03% 380
2024
Q3 		$1.41M Buy
27,588
+3,700
+15% +$188K 0.15% 113
2024
Q2 		$1.2M Buy
+23,888
New +$1.2M 0.08% 148
2019
Q4 		– Sell
-6,749
Closed -$340K – 302
2019
Q3 		$340K Buy
6,749
+1,382
+26% +$69.5K 0.07% 210
2019
Q2 		$270K Buy
+5,367
New +$270K 0.06% 224
2017
Q4 		– Sell
-7,571
Closed -$381K – 307
2017
Q3 		$381K Buy
7,571
+1,608
+27% +$80.8K 0.09% 244
2017
Q2 		$300K Buy
+5,963
New +$299K 0.08% 271

Other funds holding NEAR

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Heartland Consultants's NEAR Position: Q3 2026 in Review

First Heartland Consultants reduced its iShares Short Maturity Bond ETF (NEAR) stake by 36% in Q3 2026, selling an estimated $136K and leaving 4,789 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #535.

First Heartland Consultants first reported a position in NEAR in Q2 2017 and has held it in 14 quarters since. The position peaked at $1.41M in Q3 2024. 18 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

  • First Heartland Consultants held 4,789 shares of iShares Short Maturity Bond ETF worth $239K as of Q3 2026.
  • First Heartland Consultants sold 2,702 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $136K.
  • iShares Short Maturity Bond ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #535 holding.
  • First Heartland Consultants first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and has held it in 14 quarters since.
  • First Heartland Consultants's iShares Short Maturity Bond ETF position peaked at $1.41M in Q3 2024.
  • 18 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.