SMFG
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Sumitomo Mitsui Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.6M Sell
295,620
-4,443
-1% -$391K 0.52% 35
2025
Q4 		$26.2M Sell
300,063
-24,432
-8% -$2.18M 0.46% 32
2025
Q3 		$29M Sell
324,495
-33,931
-9% -$2.97M 0.51% 28
2025
Q2 		$31.6M Buy
358,426
+5,382
+2% +$469K 0.52% 26
2025
Q1 		$32.1M Sell
353,044
-3,789
-1% -$337K 0.59% 23
2024
Q4 		$31.2M Buy
356,833
+78,251
+28% +$7.2M 0.42% 29
2024
Q3 		$27.3M Buy
278,582
+11,276
+4% +$1.09M 0.61% 23
2024
Q2 		$24.5M Buy
267,306
+42,131
+19% +$3.84M 0.76% 20
2024
Q1 		$21.3M Sell
225,175
-15,404
-6% -$1.46M 0.66% 21
2023
Q4 		$23.8M Buy
240,579
+50,835
+27% +$4.59M 0.75% 23
2023
Q3 		$16.8M Buy
189,744
+11,999
+7% +$1.15M 0.54% 24
2023
Q2 		$18.3M Buy
177,745
+76,869
+76% +$7.97M 0.58% 24
2023
Q1 		$10.7M Buy
100,876
+68,154
+208% +$7.13M 0.34% 32
2022
Q4 		$3.26M Buy
32,722
+11,763
+56% +$1.19M 0.12% 72
2022
Q3 		$2.15M Buy
20,959
+7,700
+58% +$867K 0.09% 88
2022
Q2 		$1.52M Buy
13,259
+2,686
+25% +$316K 0.04% 116
2022
Q1 		$1.4M Sell
10,573
-4,897
-32% -$675K 0.04% 113
2021
Q4 		$2.29M Sell
15,470
-3,362
-18% -$496K 0.07% 91
2021
Q3 		$2.72M Sell
18,832
-555
-3% -$82.4K 0.06% 92
2021
Q2 		$2.8M Sell
19,387
-4,214
-18% -$588K 0.06% 86
2021
Q1 		$3.2M Buy
23,601
+4,093
+21% +$593K 0.08% 67
2020
Q4 		$3.08M Buy
19,508
+5,517
+39% +$876K 0.08% 70
2020
Q3 		$2.28M Buy
13,991
+8,084
+137% +$1.34M 0.08% 64
2020
Q2 		$968K Buy
5,907
+4,680
+381% +$770K 0.03% 75
2020
Q1 		$202K Buy
1,227
+245
+25% +$36.5K 0.01% 107
2019
Q4 		$133K Sell
982
-107
-10% -$14.9K 0.01% 110
2019
Q3 		$156K Buy
1,089
+622
+133% +$86.4K 0.01% 103
2019
Q2 		$62K Sell
467
-1,360
-74% -$173K ﹤0.01% 101
2019
Q1 		$231K Buy
+1,827
New +$222K 0.02% 85
2018
Q2 		– Sell
-940
Closed -$115K – 140
2018
Q1 		$115K Buy
+940
New +$114K 0.01% 86

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.5% in Q1 2026, selling an estimated $391K and leaving 295,620 shares worth $25.6M. The position accounts for 0.52% of the portfolio, ranked #35.

Sumitomo Mitsui Financial Group first reported a position in TLT in Q1 2018 and has held it in 30 quarters since. The position peaked at $32.1M in Q1 2025. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 295,620 shares of iShares 20+ Year Treasury Bond ETF worth $25.6M as of Q1 2026.
  • Sumitomo Mitsui Financial Group sold 4,443 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $391K.
  • iShares 20+ Year Treasury Bond ETF made up 0.52% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #35 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and has held it in 30 quarters since.
  • Sumitomo Mitsui Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $32.1M in Q1 2025.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

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