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 Q2	$16.4M	Sell	148,967 -36,718	-20%	-$4.05M	0.31%	41
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

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

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

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

Sumitomo Mitsui Financial Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 20% in Q2 2026, selling an estimated $4.05M and leaving 148,967 shares worth $16.4M. The position accounts for 0.31% of the portfolio, ranked #41.

Sumitomo Mitsui Financial Group first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $20.5M in Q1 2026. 724 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Sumitomo Mitsui Financial Group held 148,967 shares of iShares 0-1 Year Treasury Bond ETF worth $16.4M as of Q2 2026.
Sumitomo Mitsui Financial Group sold 36,718 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.05M.
iShares 0-1 Year Treasury Bond ETF made up 0.31% of Sumitomo Mitsui Financial Group's portfolio in Q2 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 13 quarters since.
Sumitomo Mitsui Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $20.5M in Q1 2026.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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