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Sumitomo Mitsui Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.19M Sell
44,164
-490
-1% -$57.7K 0.1% 64
2026
Q1 		$5.3M Buy
44,654
+828
+2% +$98.8K 0.11% 61
2025
Q4 		$5.23M Buy
43,826
+899
+2% +$108K 0.09% 61
2025
Q3 		$5.13M Buy
42,927
+4,708
+12% +$560K 0.09% 59
2025
Q2 		$4.55M Buy
38,219
+2,188
+6% +$258K 0.07% 60
2025
Q1 		$4.26M Buy
36,031
+2,431
+7% +$283K 0.08% 61
2024
Q4 		$3.88M Buy
33,600
+4,098
+14% +$478K 0.05% 68
2024
Q3 		$3.53M Buy
29,502
+10,437
+55% +$1.23M 0.08% 64
2024
Q2 		$2.2M Buy
19,065
+3,576
+23% +$410K 0.07% 69
2024
Q1 		$1.79M Buy
15,489
+14,867
+2,390% +$1.73M 0.06% 76
2023
Q4 		$72.9K Hold
622
– – ﹤0.01% 134
2023
Q3 		$70.4K Hold
622
– – ﹤0.01% 132
2023
Q2 		$71.7K Hold
622
– – ﹤0.01% 143
2023
Q1 		$73.2K Hold
622
– – ﹤0.01% 144
2022
Q4 		$71.5K Sell
622
-437
-41% -$50.1K ﹤0.01% 149
2022
Q3 		$121K Sell
1,059
-1,149
-52% -$136K 0.01% 161
2022
Q2 		$264K Sell
2,208
-1,884
-46% -$225K 0.01% 162
2022
Q1 		$499K Buy
4,092
+1,141
+39% +$143K 0.01% 139
2021
Q4 		$380K Buy
2,951
+553
+23% +$71.4K 0.01% 142
2021
Q3 		$312K Buy
+2,398
New +$314K 0.01% 148

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.1% in Q2 2026, selling an estimated $57.7K and leaving 44,164 shares worth $5.19M. The position accounts for 0.1% of the portfolio, ranked #64.

Sumitomo Mitsui Financial Group first reported a position in IEI in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.3M in Q1 2026. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 44,164 shares of iShares 3-7 Year Treasury Bond ETF worth $5.19M as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 490 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $57.7K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.1% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #64 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Sumitomo Mitsui Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $5.3M in Q1 2026.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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