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

First Pacific Financial’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	$8.51M	Buy	+170,696	New	+$8.6M	0.87%	19

Other funds holding NEAR

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Independent Financial Group

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

First Pacific Financial's NEAR Position: Q3 2026 in Review

First Pacific Financial opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q3 2026: 170,696 shares worth $8.51M. The stake represents 0.87% of the portfolio and ranks #19 among its holdings.

60 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

First Pacific Financial held 170,696 shares of iShares Short Maturity Bond ETF worth $8.51M as of Q3 2026.
iShares Short Maturity Bond ETF was a new First Pacific Financial position in Q3 2026.
iShares Short Maturity Bond ETF made up 0.87% of First Pacific Financial's portfolio in Q3 2026, its #19 holding.
60 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.