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
2025 Q3	$411K	Buy
2025 Q1	$351K	Buy
2024 Q4	$313K	Sell
2024 Q3	$580K	Buy