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Sumitomo Mitsui Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.6M Buy
855,197
+22,348
+3% +$2.15M 1.65% 11
2025
Q4 		$80.1M Buy
832,849
+18,285
+2% +$1.77M 1.42% 10
2025
Q3 		$78.6M Buy
814,564
+431
+0.1% +$41.2K 1.38% 11
2025
Q2 		$78M Buy
814,133
+15,587
+2% +$1.47M 1.27% 11
2025
Q1 		$76.2M Buy
798,546
+44,996
+6% +$4.21M 1.39% 10
2024
Q4 		$69.7M Buy
753,550
+41,362
+6% +$3.91M 0.93% 14
2024
Q3 		$69.9M Buy
712,188
+19,844
+3% +$1.92M 1.57% 8
2024
Q2 		$64.8M Buy
692,344
+63,427
+10% +$5.89M 2.02% 6
2024
Q1 		$59.5M Buy
628,917
+27,389
+5% +$2.6M 1.84% 7
2023
Q4 		$58M Buy
601,528
+54,234
+10% +$5.02M 1.84% 9
2023
Q3 		$50.1M Buy
547,294
+43,316
+9% +$4.09M 1.61% 7
2023
Q2 		$48.7M Buy
503,978
+60,684
+14% +$5.97M 1.55% 10
2023
Q1 		$43.9M Buy
443,294
+9,804
+2% +$958K 1.38% 13
2022
Q4 		$41.5M Buy
433,490
+51,152
+13% +$4.91M 1.57% 13
2022
Q3 		$36.7M Buy
382,338
+66,540
+21% +$6.75M 1.54% 13
2022
Q2 		$32.3M Buy
315,798
+31,052
+11% +$3.19M 0.91% 20
2022
Q1 		$30.6M Buy
284,746
+58,746
+26% +$6.52M 0.9% 21
2021
Q4 		$26M Sell
226,000
-10,992
-5% -$1.26M 0.75% 21
2021
Q3 		$27.3M Sell
236,992
-12,431
-5% -$1.45M 0.62% 25
2021
Q2 		$28.8M Sell
249,423
-16,745
-6% -$1.92M 0.63% 29
2021
Q1 		$30.1M Buy
266,168
+466
+0.2% +$54.3K 0.71% 24
2020
Q4 		$31.9M Buy
265,702
+14,364
+6% +$1.73M 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% +$4.48M 0.94% 14
2020
Q1 		$22.9M Buy
188,869
+12,946
+7% +$1.49M 1.13% 13
2019
Q4 		$19.4M Buy
175,923
+22,053
+14% +$2.46M 1.52% 11
2019
Q3 		$17.3M Buy
153,870
+5,670
+4% +$633K 1.43% 13
2019
Q2 		$16.3M Sell
148,200
-7,441
-5% -$797K 1.29% 13
2019
Q1 		$16.6M Sell
155,641
-16,261
-9% -$1.7M 1.48% 13
2018
Q4 		$17.8M Sell
171,902
-19,507
-10% -$1.98M 1.13% 16
2018
Q3 		$19.4M Sell
191,409
-22,606
-11% -$2.31M 1.57% 13
2018
Q2 		$21.9M Buy
214,015
+29,043
+16% +$2.96M 2.25% 10
2018
Q1 		$19.1M Buy
184,972
+23,720
+15% +$2.44M 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% +$2.73M 1.87% 11
2017
Q2 		$13.1M Buy
+122,690
New +$13.1M 2.67% 9

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.7% in Q1 2026, buying an estimated $2.15M and bringing the position to 855,197 shares worth $81.6M. The position accounts for 1.65% of the portfolio, ranked #11.

Sumitomo Mitsui Financial Group first reported a position in IEF in Q2 2017 and has held it in 36 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 855,197 shares of iShares 7-10 Year Treasury Bond ETF worth $81.6M as of Q1 2026.
  • Sumitomo Mitsui Financial Group bought 22,348 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.15M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.65% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #11 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 36 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

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