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Sumitomo Mitsui Financial Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.5M Sell
1,039,573
-97
-0% -$5.08K 1.03% 18
2026
Q1 		$54.6M Sell
1,039,670
-14,588
-1% -$771K 1.11% 18
2025
Q4 		$55.7M Buy
1,054,258
+52,803
+5% +$2.8M 0.99% 19
2025
Q3 		$53.1M Buy
1,001,455
+100,819
+11% +$5.32M 0.93% 19
2025
Q2 		$47.5M Buy
900,636
+39,033
+5% +$2.04M 0.77% 20
2025
Q1 		$45.1M Buy
861,603
+32,862
+4% +$1.71M 0.83% 15
2024
Q4 		$42.8M Sell
828,741
-14,394
-2% -$748K 0.57% 22
2024
Q3 		$44.4M Buy
843,135
+187
+0% +$9.73K 1% 13
2024
Q2 		$43.2M Buy
842,948
+18,323
+2% +$935K 1.34% 11
2024
Q1 		$42.3M Buy
824,625
+65,162
+9% +$3.33M 1.31% 12
2023
Q4 		$38.9M Sell
759,463
-222,272
-23% -$11.2M 1.23% 14
2023
Q3 		$48.9M Buy
981,735
+3,512
+0.4% +$176K 1.58% 8
2023
Q2 		$49.1M Buy
978,223
+39,183
+4% +$1.97M 1.56% 9
2023
Q1 		$47.5M Sell
939,040
-20,957
-2% -$1.05M 1.49% 10
2022
Q4 		$47.8M Sell
959,997
-156,949
-14% -$7.77M 1.81% 9
2022
Q3 		$55M Sell
1,116,946
-114,972
-9% -$5.8M 2.32% 5
2022
Q2 		$62.3M Sell
1,231,918
-299,404
-20% -$15.2M 1.75% 10
2022
Q1 		$79.2M Sell
1,531,322
-235,538
-13% -$12.4M 2.32% 6
2021
Q4 		$95.2M Sell
1,766,860
-13,750
-0.8% -$744K 2.74% 8
2021
Q3 		$97.3M Buy
1,780,610
+350,961
+25% +$19.2M 2.22% 10
2021
Q2 		$78.4M Buy
1,429,649
+177,668
+14% +$9.73M 1.72% 15
2021
Q1 		$68.5M Buy
1,251,981
+20,567
+2% +$1.13M 1.61% 14
2020
Q4 		$67.9M Sell
1,231,414
-92,747
-7% -$5.1M 1.67% 15
2020
Q3 		$72.7M Buy
1,324,161
+112,682
+9% +$6.19M 2.48% 8
2020
Q2 		$66.3M Buy
1,211,479
+259,278
+27% +$14M 2.27% 11
2020
Q1 		$49.9M Buy
952,201
+250,123
+36% +$13.3M 2.45% 8
2019
Q4 		$37.7M Buy
702,078
+239,620
+52% +$12.9M 2.96% 6
2019
Q3 		$24.8M Buy
462,458
+209,089
+83% +$11.2M 2.06% 10
2019
Q2 		$13.5M Buy
253,369
+205,255
+427% +$10.9M 1.07% 14
2019
Q1 		$2.54M Buy
+48,114
New +$2.51M 0.23% 39

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.01% in Q2 2026, selling an estimated $5.08K and leaving 1,039,573 shares worth $54.5M. The position accounts for 1.03% of the portfolio, ranked #18.

Sumitomo Mitsui Financial Group first reported a position in IGSB in Q1 2019 and has held it in 30 quarters since. The position peaked at $97.3M in Q3 2021. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 1,039,573 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $54.5M as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 97 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.08K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.03% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #18 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Sumitomo Mitsui Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $97.3M in Q3 2021.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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