Sumitomo Mitsui Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.1M | Sell |
122,409
-1,735
| -1% | -$144K | 0.2% | 49 |
|
|
2025
Q4 | $10.3M | Buy |
124,144
+8,357
| +7% | +$693K | 0.18% | 49 |
|
|
2025
Q3 | $9.61M | Sell |
115,787
-2,218
| -2% | -$183K | 0.17% | 48 |
|
|
2025
Q2 | $9.78M | Buy |
118,005
+1,006
| +0.9% | +$83.1K | 0.16% | 44 |
|
|
2025
Q1 | $9.68M | Buy |
116,999
+16,323
| +16% | +$1.34M | 0.18% | 42 |
|
|
2024
Q4 | $8.25M | Sell |
100,676
-783
| -0.8% | -$64.4K | 0.11% | 50 |
|
|
2024
Q3 | $8.44M | Buy |
101,459
+605
| +0.6% | +$49.9K | 0.19% | 47 |
|
|
2024
Q2 | $8.23M | Sell |
100,854
-10,699
| -10% | -$870K | 0.26% | 43 |
|
|
2024
Q1 | $9.12M | Buy |
111,553
+14,482
| +15% | +$1.19M | 0.28% | 40 |
|
|
2023
Q4 | $7.96M | Sell |
97,071
-491
| -0.5% | -$39.9K | 0.25% | 44 |
|
|
2023
Q3 | $7.9M | Sell |
97,562
-57,305
| -37% | -$4.64M | 0.25% | 42 |
|
|
2023
Q2 | $12.6M | Buy |
154,867
+6,896
| +5% | +$564K | 0.4% | 29 |
|
|
2023
Q1 | $12.2M | Buy |
147,971
+22,585
| +18% | +$1.84M | 0.38% | 30 |
|
|
2022
Q4 | $10.2M | Buy |
125,386
+53,719
| +75% | +$4.36M | 0.39% | 38 |
|
|
2022
Q3 | $5.82M | Buy |
71,667
+4,515
| +7% | +$372K | 0.24% | 58 |
|
|
2022
Q2 | $5.56M | Buy |
67,152
+23,043
| +52% | +$1.91M | 0.16% | 68 |
|
|
2022
Q1 | $3.68M | Buy |
44,109
+1,099
| +3% | +$92.9K | 0.11% | 88 |
|
|
2021
Q4 | $3.68M | Sell |
43,010
-8,968
| -17% | -$769K | 0.11% | 81 |
|
|
2021
Q3 | $4.48M | Sell |
51,978
-1,198
| -2% | -$103K | 0.1% | 75 |
|
|
2021
Q2 | $4.58M | Sell |
53,176
-9,974
| -16% | -$860K | 0.1% | 68 |
|
|
2021
Q1 | $5.45M | Sell |
63,150
-10,232
| -14% | -$883K | 0.13% | 51 |
|
|
2020
Q4 | $6.34M | Buy |
73,382
+655
| +0.9% | +$56.6K | 0.16% | 40 |
|
|
2020
Q3 | $6.29M | Sell |
72,727
-82,408
| -53% | -$7.13M | 0.21% | 34 |
|
|
2020
Q2 | $13.4M | Buy |
155,135
+10,406
| +7% | +$901K | 0.46% | 20 |
|
|
2020
Q1 | $12.5M | Sell |
144,729
-1,077
| -0.7% | -$92K | 0.62% | 18 |
|
|
2019
Q4 | $12.3M | Buy |
145,806
+934
| +0.6% | +$79.1K | 0.97% | 12 |
|
|
2019
Q3 | $12.3M | Buy |
144,872
+8,942
| +7% | +$758K | 1.02% | 15 |
|
|
2019
Q2 | $11.5M | Buy |
135,930
+24,673
| +22% | +$2.08M | 0.91% | 16 |
|
|
2019
Q1 | $9.36M | Buy |
111,257
+33,735
| +44% | +$2.82M | 0.84% | 14 |
|
|
2018
Q4 | $6.48M | Buy |
77,522
+2,624
| +4% | +$218K | 0.41% | 23 |
|
|
2018
Q3 | $6.22M | Sell |
74,898
-16,177
| -18% | -$1.35M | 0.51% | 18 |
|
|
2018
Q2 | $7.59M | Sell |
91,075
-3,805
| -4% | -$317K | 0.78% | 14 |
|
|
2018
Q1 | $7.93M | Sell |
94,880
-26,151
| -22% | -$2.19M | 0.73% | 14 |
|
|
2017
Q4 | $10.1M | Buy |
121,031
+1,907
| +2% | +$160K | 1.33% | 10 |
|
|
2017
Q3 | $10.1M | Buy |
119,124
+13,425
| +13% | +$1.14M | 1.19% | 12 |
|
|
2017
Q2 | $8.93M | Buy |
+105,699
| New | +$8.94M | 1.82% | 10 |
|
Other funds holding SHY
Sumitomo Mitsui Financial Group's SHY Position: Q1 2026 in Review
Sumitomo Mitsui Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.4% in Q1 2026, selling an estimated $144K and leaving 122,409 shares worth $10.1M. The position accounts for 0.2% of the portfolio, ranked #49.
Sumitomo Mitsui Financial Group first reported a position in SHY in Q2 2017 and has held it in 36 quarters since. The position peaked at $13.4M in Q2 2020. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Sumitomo Mitsui Financial Group held 122,409 shares of iShares 1-3 Year Treasury Bond ETF worth $10.1M as of Q1 2026.
- Sumitomo Mitsui Financial Group sold 1,735 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $144K.
- iShares 1-3 Year Treasury Bond ETF made up 0.2% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #49 holding.
- Sumitomo Mitsui Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and has held it in 36 quarters since.
- Sumitomo Mitsui Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $13.4M in Q2 2020.
- 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.
Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.