Sumitomo Mitsui Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.86M	Sell	68,168 -31,398	-32%	-$3.16M	0.13%	57
2026 Q1	$10M	Sell	99,566 -27,367	-22%	-$2.75M	0.2%	50
2025 Q4	$12.7M	Buy	126,933 +13,467	+12%	+$1.35M	0.23%	43
2025 Q3	$11.4M	Buy	113,466 +87,406	+335%	+$8.79M	0.2%	43
2025 Q2	$2.62M	Sell	26,060 -27,296	-51%	-$2.74M	0.04%	72
2025 Q1	$5.37M	Buy	53,356 +26,082	+96%	+$2.62M	0.1%	55
2024 Q4	$2.74M	Buy	27,274 +2,501	+10%	+$251K	0.04%	73
2024 Q3	$2.5M	Sell	24,773 -7,959	-24%	-$800K	0.06%	70
2024 Q2	$3.3M	Buy	32,732 +16,861	+106%	+$1.69M	0.1%	63
2024 Q1	$1.6M	Buy	+15,871	New	+$1.6M	0.05%	80

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 32% in Q2 2026, selling an estimated $3.16M and leaving 68,168 shares worth $6.86M. The position accounts for 0.13% of the portfolio, ranked #57.

Sumitomo Mitsui Financial Group first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.7M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Sumitomo Mitsui Financial Group held 68,168 shares of iShares 0-3 Month Treasury Bond ETF worth $6.86M as of Q2 2026.
Sumitomo Mitsui Financial Group sold 31,398 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $3.16M.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #57 holding.
Sumitomo Mitsui Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sumitomo Mitsui Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $12.7M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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