SMFG
Sumitomo Mitsui Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78M | Buy |
814,133
+15,587
| +2% | +$1.49M | 1.27% | 11 |
|
|
2025
Q1 | $76.2M | Buy |
798,546
+44,996
| +6% | +$4.29M | 1.39% | 10 |
|
|
2024
Q4 | $69.7M | Buy |
753,550
+41,362
| +6% | +$3.82M | 0.93% | 14 |
|
|
2024
Q3 | $69.9M | Buy |
712,188
+19,844
| +3% | +$1.95M | 1.57% | 8 |
|
|
2024
Q2 | $64.8M | Buy |
692,344
+63,427
| +10% | +$5.94M | 2.02% | 6 |
|
|
2024
Q1 | $59.5M | Buy |
628,917
+27,389
| +5% | +$2.59M | 1.84% | 7 |
|
|
2023
Q4 | $58M | Buy |
601,528
+54,234
| +10% | +$5.23M | 1.84% | 9 |
|
|
2023
Q3 | $50.1M | Buy |
547,294
+43,316
| +9% | +$3.97M | 1.61% | 7 |
|
|
2023
Q2 | $48.7M | Buy |
503,978
+60,684
| +14% | +$5.86M | 1.55% | 10 |
|
|
2023
Q1 | $43.9M | Buy |
443,294
+9,804
| +2% | +$972K | 1.38% | 13 |
|
|
2022
Q4 | $41.5M | Buy |
433,490
+51,152
| +13% | +$4.9M | 1.57% | 13 |
|
|
2022
Q3 | $36.7M | Buy |
382,338
+66,540
| +21% | +$6.39M | 1.54% | 13 |
|
|
2022
Q2 | $32.3M | Buy |
315,798
+31,052
| +11% | +$3.18M | 0.91% | 20 |
|
|
2022
Q1 | $30.6M | Buy |
284,746
+58,746
| +26% | +$6.31M | 0.9% | 21 |
|
|
2021
Q4 | $26M | Sell |
226,000
-10,992
| -5% | -$1.26M | 0.75% | 20 |
|
|
2021
Q3 | $27.3M | Sell |
236,992
-12,431
| -5% | -$1.43M | 0.62% | 25 |
|
|
2021
Q2 | $28.8M | Sell |
249,423
-16,745
| -6% | -$1.93M | 0.63% | 29 |
|
|
2021
Q1 | $30.1M | Buy |
266,168
+466
| +0.2% | +$52.6K | 0.71% | 24 |
|
|
2020
Q4 | $31.9M | Buy |
265,702
+14,364
| +6% | +$1.72M | 0.78% | 19 |
|
|
2020
Q3 | $30.6M | Buy |
251,338
+25,590
| +11% | +$3.12M | 1.05% | 14 |
|
|
2020
Q2 | $27.5M | Buy |
225,748
+36,879
| +20% | +$4.49M | 0.94% | 14 |
|
|
2020
Q1 | $22.9M | Buy |
188,869
+12,946
| +7% | +$1.57M | 1.13% | 13 |
|
|
2019
Q4 | $19.4M | Buy |
175,923
+22,053
| +14% | +$2.43M | 1.52% | 11 |
|
|
2019
Q3 | $17.3M | Buy |
153,870
+5,670
| +4% | +$638K | 1.43% | 13 |
|
|
2019
Q2 | $16.3M | Sell |
148,200
-7,441
| -5% | -$819K | 1.29% | 13 |
|
|
2019
Q1 | $16.6M | Sell |
155,641
-16,261
| -9% | -$1.73M | 1.48% | 13 |
|
|
2018
Q4 | $17.8M | Sell |
171,902
-19,507
| -10% | -$2.03M | 1.13% | 16 |
|
|
2018
Q3 | $19.4M | Sell |
191,409
-22,606
| -11% | -$2.29M | 1.57% | 13 |
|
|
2018
Q2 | $21.9M | Buy |
214,015
+29,043
| +16% | +$2.98M | 2.25% | 10 |
|
|
2018
Q1 | $19.1M | Buy |
184,972
+23,720
| +15% | +$2.45M | 1.76% | 11 |
|
|
2017
Q4 | $17M | Buy |
161,252
+13,057
| +9% | +$1.38M | 2.23% | 9 |
|
|
2017
Q3 | $15.8M | Buy |
148,195
+25,505
| +21% | +$2.72M | 1.87% | 11 |
|
|
2017
Q2 | $13.1M | Buy |
+122,690
| New | +$13.1M | 2.67% | 9 |
|