SMFG
SHV icon

Sumitomo Mitsui Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.5M Buy
185,685
+76,895
+71% +$8.48M 0.42% 41
2025
Q4 		$12M Buy
108,790
+11,341
+12% +$1.25M 0.21% 44
2025
Q3 		$10.8M Sell
97,449
-27,163
-22% -$3M 0.19% 44
2025
Q2 		$13.8M Buy
124,612
+26,903
+28% +$2.97M 0.22% 41
2025
Q1 		$10.8M Buy
97,709
+15,740
+19% +$1.74M 0.2% 41
2024
Q4 		$9.03M Sell
81,969
-23,423
-22% -$2.58M 0.12% 48
2024
Q3 		$11.7M Sell
105,392
-3,925
-4% -$433K 0.26% 38
2024
Q2 		$12.1M Buy
109,317
+45,333
+71% +$5M 0.38% 34
2024
Q1 		$7.07M Buy
63,984
+22,590
+55% +$2.49M 0.22% 44
2023
Q4 		$4.56M Buy
41,394
+25,177
+155% +$2.78M 0.14% 55
2023
Q3 		$1.79M Buy
16,217
+3,182
+24% +$351K 0.06% 78
2023
Q2 		$1.44M Buy
+13,035
New +$1.44M 0.05% 90

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 71% in Q1 2026, buying an estimated $8.48M and bringing the position to 185,685 shares worth $20.5M. The position accounts for 0.42% of the portfolio, ranked #41.

Sumitomo Mitsui Financial Group first reported a position in SHV in Q2 2023 and has held it in 12 quarters since. 737 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 185,685 shares of iShares 0-1 Year Treasury Bond ETF worth $20.5M as of Q1 2026.
  • Sumitomo Mitsui Financial Group bought 76,895 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $8.48M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.42% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #41 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 737 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

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