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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Shum Financial Group's NEAR Position: Q1 2026 in Review

Shum Financial Group reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2% in Q1 2026, selling an estimated $5.87K and leaving 5,534 shares worth $281K. The position accounts for 0.2% of the portfolio, ranked #86.

Shum Financial Group first reported a position in NEAR in Q3 2024 and has held it in 6 quarters since. The position peaked at $580K in Q3 2024. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

Shum Financial Group held 5,534 shares of iShares Short Maturity Bond ETF worth $281K as of Q1 2026.
Shum Financial Group sold 115 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $5.87K.
iShares Short Maturity Bond ETF made up 0.2% of Shum Financial Group's portfolio in Q1 2026, its #86 holding.
Shum Financial Group first reported a position in iShares Short Maturity Bond ETF in Q3 2024 and has held it in 6 quarters since.
Shum Financial Group's iShares Short Maturity Bond ETF position peaked at $580K in Q3 2024.
389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Shum Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.