SMFG
GOVT icon

Sumitomo Mitsui Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5M Buy
678,839
+7,135
+1% +$162K 0.29% 43
2026
Q1 		$15.4M Sell
671,704
-41,363
-6% -$954K 0.31% 44
2025
Q4 		$16.4M Buy
713,067
+21,778
+3% +$504K 0.29% 42
2025
Q3 		$16M Buy
691,289
+24,438
+4% +$560K 0.28% 41
2025
Q2 		$15.3M Buy
666,851
+1,002
+0.2% +$22.8K 0.25% 40
2025
Q1 		$15.3M Buy
665,849
+23,294
+4% +$528K 0.28% 37
2024
Q4 		$14.4M Sell
642,555
-6,799
-1% -$155K 0.19% 41
2024
Q3 		$15.2M Buy
649,354
+80,951
+14% +$1.87M 0.34% 35
2024
Q2 		$12.8M Buy
568,403
+66,044
+13% +$1.48M 0.4% 31
2024
Q1 		$11.4M Sell
502,359
-16,305
-3% -$371K 0.35% 32
2023
Q4 		$12M Buy
518,664
+100,515
+24% +$2.24M 0.38% 36
2023
Q3 		$9.22M Buy
418,149
+70,836
+20% +$1.59M 0.3% 37
2023
Q2 		$7.95M Buy
347,313
+54,204
+18% +$1.26M 0.25% 44
2023
Q1 		$6.85M Buy
293,109
+69,674
+31% +$1.61M 0.21% 49
2022
Q4 		$5.08M Buy
223,435
+19,792
+10% +$450K 0.19% 58
2022
Q3 		$4.64M Buy
203,643
+130,996
+180% +$3.1M 0.2% 64
2022
Q2 		$1.74M Buy
72,647
+42,640
+142% +$1.03M 0.05% 112
2022
Q1 		$753K Buy
30,007
+25,467
+561% +$652K 0.02% 129
2021
Q4 		$120K Buy
+4,540
New +$120K ﹤0.01% 161
2021
Q3 		– Sell
-4,297
Closed -$114K – 189
2021
Q2 		$114K Hold
4,297
– – ﹤0.01% 137
2021
Q1 		$112K Buy
+4,297
New +$115K ﹤0.01% 151

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Sumitomo Mitsui Financial Group's GOVT Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 1.1% in Q2 2026, buying an estimated $162K and bringing the position to 678,839 shares worth $15.5M. The position accounts for 0.29% of the portfolio, ranked #43.

Sumitomo Mitsui Financial Group first reported a position in GOVT in Q1 2021 and has held it in 21 quarters since. The position peaked at $16.4M in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 678,839 shares of iShares US Treasury Bond ETF worth $15.5M as of Q2 2026.
  • Sumitomo Mitsui Financial Group bought 7,135 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $162K.
  • iShares US Treasury Bond ETF made up 0.29% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #43 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares US Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Sumitomo Mitsui Financial Group's iShares US Treasury Bond ETF position peaked at $16.4M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.