SMFG
AGG icon

Sumitomo Mitsui Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$134M Buy
1,353,980
+2,376
+0.2% +$238K 2.72% 7
2025
Q4 		$135M Buy
1,351,604
+35,169
+3% +$3.53M 2.39% 5
2025
Q3 		$132M Buy
1,316,435
+114,325
+10% +$11.3M 2.31% 7
2025
Q2 		$119M Buy
1,202,110
+69,647
+6% +$6.82M 1.94% 9
2025
Q1 		$112M Buy
1,132,463
+85,060
+8% +$8.32M 2.05% 8
2024
Q4 		$101M Buy
1,047,403
+91,178
+10% +$8.98M 1.35% 10
2024
Q3 		$96.8M Buy
956,225
+65,251
+7% +$6.51M 2.17% 5
2024
Q2 		$86.5M Buy
890,974
+144,854
+19% +$14M 2.69% 4
2024
Q1 		$73.1M Buy
746,120
+115,819
+18% +$11.3M 2.26% 5
2023
Q4 		$62.6M Sell
630,301
-2,472,818
-80% -$235M 1.98% 8
2023
Q3 		$292M Buy
3,103,119
+47,106
+2% +$4.54M 9.4% 2
2023
Q2 		$299M Buy
3,056,013
+2,557,153
+513% +$253M 9.52% 2
2023
Q1 		$49.7M Buy
498,860
+2,621
+0.5% +$259K 1.56% 9
2022
Q4 		$48.1M Buy
496,239
+39,890
+9% +$3.86M 1.82% 8
2022
Q3 		$44M Buy
456,349
+9,373
+2% +$948K 1.85% 9
2022
Q2 		$45.4M Sell
446,976
-43,825
-9% -$4.5M 1.28% 15
2022
Q1 		$52.6M Sell
490,801
-22,629
-4% -$2.49M 1.54% 11
2021
Q4 		$58.6M Buy
513,430
+48,443
+10% +$5.54M 1.68% 11
2021
Q3 		$53.4M Buy
464,987
+27,267
+6% +$3.16M 1.22% 17
2021
Q2 		$50.5M Buy
437,720
+16,639
+4% +$1.91M 1.11% 22
2021
Q1 		$47.9M Sell
421,081
-2,505,593
-86% -$290M 1.13% 18
2020
Q4 		$346M Buy
2,926,674
+2,560,039
+698% +$302M 8.51% 4
2020
Q3 		$43.3M Buy
366,635
+46,181
+14% +$5.48M 1.48% 11
2020
Q2 		$37.9M Buy
320,454
+21,813
+7% +$2.55M 1.3% 13
2020
Q1 		$34.5M Sell
298,641
-32,602
-10% -$3.72M 1.69% 11
2019
Q4 		$37.2M Buy
331,243
+28,253
+9% +$3.18M 2.93% 7
2019
Q3 		$34.3M Buy
302,990
+32,878
+12% +$3.7M 2.84% 8
2019
Q2 		$30.1M Sell
270,112
-13,037
-5% -$1.43M 2.38% 8
2019
Q1 		$30.9M Sell
283,149
-20,563
-7% -$2.2M 2.76% 7
2018
Q4 		$32.3M Sell
303,712
-44,399
-13% -$4.66M 2.04% 11
2018
Q3 		$36.7M Sell
348,111
-32,622
-9% -$3.46M 2.99% 9
2018
Q2 		$40.5M Sell
380,733
-26,682
-7% -$2.83M 4.15% 5
2018
Q1 		$43.7M Buy
407,415
+5,298
+1% +$569K 4.02% 6
2017
Q4 		$44M Buy
402,117
+33,406
+9% +$3.65M 5.75% 5
2017
Q3 		$40.4M Buy
368,711
+16,542
+5% +$1.82M 4.79% 5
2017
Q2 		$38.6M Buy
+352,169
New +$38.5M 7.87% 3

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sumitomo Mitsui Financial Group's AGG Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.18% in Q1 2026, buying an estimated $238K and bringing the position to 1,353,980 shares worth $134M. The position accounts for 2.72% of the portfolio, ranked #7.

Sumitomo Mitsui Financial Group first reported a position in AGG in Q2 2017 and has held it in 36 quarters since. The position peaked at $346M in Q4 2020. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 1,353,980 shares of iShares Core US Aggregate Bond ETF worth $134M as of Q1 2026.
  • Sumitomo Mitsui Financial Group bought 2,376 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $238K.
  • iShares Core US Aggregate Bond ETF made up 2.72% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #7 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and has held it in 36 quarters since.
  • Sumitomo Mitsui Financial Group's iShares Core US Aggregate Bond ETF position peaked at $346M in Q4 2020.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.