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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$351K	Buy	6,891 +701	+11%	+$35.7K	0.3%	76
2024 Q4	$313K	Sell	6,190 -5,282	-46%	-$267K	0.27%	77
2024 Q3	$580K	Buy	+11,472	New	+$580K	0.48%	65