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
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 		$1.2K 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

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 Heartland Consultants's NEAR Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Short Maturity Bond ETF (NEAR) stake by 16% in Q2 2026, buying an estimated $51.2K and bringing the position to 7,491 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #391.

First Heartland Consultants first reported a position in NEAR in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.41M in Q3 2024. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • First Heartland Consultants held 7,491 shares of iShares Short Maturity Bond ETF worth $380K as of Q2 2026.
  • First Heartland Consultants bought 1,009 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $51.2K.
  • iShares Short Maturity Bond ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #391 holding.
  • First Heartland Consultants first reported a position in iShares Short Maturity Bond ETF in Q2 2017 and has held it in 13 quarters since.
  • First Heartland Consultants's iShares Short Maturity Bond ETF position peaked at $1.41M in Q3 2024.
  • 77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.