SMFG
Sumitomo Mitsui Financial Group’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$434K | 0.26% | 38 |
|
|
2024
Q2 | $12.1M | Buy |
109,317
+45,333
| +71% | +$5.01M | 0.38% | 34 |
|
|
2024
Q1 | $7.07M | Buy |
63,984
+22,590
| +55% | +$2.5M | 0.22% | 44 |
|
|
2023
Q4 | $4.56M | Buy |
41,394
+25,177
| +155% | +$2.77M | 0.14% | 55 |
|
|
2023
Q3 | $1.79M | Buy |
16,217
+3,182
| +24% | +$352K | 0.06% | 78 |
|
|
2023
Q2 | $1.44M | Buy |
+13,035
| New | +$1.44M | 0.05% | 89 |
|