SMFG
Sumitomo Mitsui Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Buy |
38,219
+2,188
| +6% | +$261K | 0.07% | 59 |
|
|
2025
Q1 | $4.26M | Buy |
36,031
+2,431
| +7% | +$287K | 0.08% | 61 |
|
|
2024
Q4 | $3.88M | Buy |
33,600
+4,098
| +14% | +$474K | 0.05% | 68 |
|
|
2024
Q3 | $3.53M | Buy |
29,502
+10,437
| +55% | +$1.25M | 0.08% | 64 |
|
|
2024
Q2 | $2.2M | Buy |
19,065
+3,576
| +23% | +$413K | 0.07% | 69 |
|
|
2024
Q1 | $1.79M | Buy |
15,489
+14,867
| +2,390% | +$1.72M | 0.06% | 76 |
|
|
2023
Q4 | $72.9K | Hold |
622
| – | – | ﹤0.01% | 127 |
|
|
2023
Q3 | $70.4K | Hold |
622
| – | – | ﹤0.01% | 127 |
|
|
2023
Q2 | $71.7K | Hold |
622
| – | – | ﹤0.01% | 131 |
|
|
2023
Q1 | $73.2K | Hold |
622
| – | – | ﹤0.01% | 135 |
|
|
2022
Q4 | $71.5K | Sell |
622
-437
| -41% | -$50.2K | ﹤0.01% | 137 |
|
|
2022
Q3 | $121K | Sell |
1,059
-1,149
| -52% | -$131K | 0.01% | 131 |
|
|
2022
Q2 | $264K | Sell |
2,208
-1,884
| -46% | -$225K | 0.01% | 133 |
|
|
2022
Q1 | $499K | Buy |
4,092
+1,141
| +39% | +$139K | 0.01% | 124 |
|
|
2021
Q4 | $380K | Buy |
2,951
+553
| +23% | +$71.2K | 0.01% | 122 |
|
|
2021
Q3 | $312K | Buy |
+2,398
| New | +$312K | 0.01% | 129 |
|