Shum Financial Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Shum Financial Group’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	$287K	Buy	5,656 +122	+2%	+$6.19K	0.17%	91
2026 Q1	$281K	Sell	5,534 -115	-2%	-$5.87K	0.2%	86
2025 Q4	$289K	Sell	5,649 -2,368	-30%	-$121K	0.21%	84
2025 Q3	$411K	Buy	+8,017	New	+$410K	0.31%	74
2025 Q1	$351K	Buy	6,891 +701	+11%	+$35.5K	0.3%	76
2024 Q4	$313K	Sell	6,190 -5,282	-46%	-$268K	0.27%	77
2024 Q3	$580K	Buy	+11,472	New	+$583K	0.48%	65

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

Shum Financial Group's NEAR Position: Q2 2026 in Review

Shum Financial Group increased its iShares Short Maturity Bond ETF (NEAR) stake by 2.2% in Q2 2026, buying an estimated $6.19K and bringing the position to 5,656 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #91.

Shum Financial Group first reported a position in NEAR in Q3 2024 and has held it in 7 quarters since. The position peaked at $580K in Q3 2024. 406 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Shum Financial Group held 5,656 shares of iShares Short Maturity Bond ETF worth $287K as of Q2 2026.
Shum Financial Group bought 122 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $6.19K.
iShares Short Maturity Bond ETF made up 0.17% of Shum Financial Group's portfolio in Q2 2026, its #91 holding.
Shum Financial Group first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and has held it in 7 quarters since.
Shum Financial Group's iShares Short Maturity Bond ETF position peaked at $580K in Q3 2024.
406 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.