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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
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 $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.4% in Q1 2026, selling an estimated $771K and leaving 1,039,670 shares worth $54.6M. The position accounts for 1.11% of the portfolio, ranked #18.

Sumitomo Mitsui Financial Group first reported a position in IGSB in Q1 2019 and has held it in 29 quarters since. The position peaked at $97.3M in Q3 2021. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 1,039,670 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $54.6M as of Q1 2026.
  • Sumitomo Mitsui Financial Group sold 14,588 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $771K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.11% of Sumitomo Mitsui Financial Group's portfolio in Q1 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 29 quarters since.
  • Sumitomo Mitsui Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $97.3M in Q3 2021.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

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